Stock comparison
Applied Materials
Taiwan Semiconductor Manufacturing Company Limited
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AMAT
Applied Materials
Market cap
$346.51B
Sector
Technology
TSM
Taiwan Semiconductor Manufacturing Company Limited
Market cap
$2.1T
Sector
Technology
Overall winner
Taiwan Semiconductor Manufacturing Company Limited TSM
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AMAT | TSM | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 67B | AMAT |
| Benjamin Graham | 87A | 80A | AMAT |
| Philip Fisher | 66B | 83A | TSM |
| Peter Lynch | 65B | 70B | TSM |
| Joel Greenblatt | 66C | 69B | TSM |
| Charlie Munger | 75B | 77B | TSM |
| Terry Smith | 71B | 73C | TSM |
Side-by-side metrics
| Metric | AMAT | TSM |
|---|---|---|
| Market cap | $346.51B | $2.1T |
| P/E (TTM) | 40.7x | 30.5x |
| EV/EBIT | 41.8x | 29.0x |
| ROIC (TTM) | 21.6% | 25.8% |
| Gross margin | 48.96% | 61.87% |
| Net margin | 29.31% | 47.0% |
| Revenue CAGR 5y | 5.31% | 24.78% |
| EPS CAGR 5y | 7.72% | 30.83% |
| Debt / Equity | 0.3x | 0.2x |
| Dividend yield | 0.42% | 0.91% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
No clear edges - the other side wins or ties on every measured metric.
TSM leads on
- Market cap$2.1Tvs $346.51B+83%
- Revenue CAGR 5y24.78%vs 5.31%+79%
- EPS CAGR 5y30.83%vs 7.72%+75%
- Dividend yield0.91%vs 0.42%+53%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.