Stock comparison
Applied Materials
Full Truck Alliance
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
$342.97B
Sector
Technology
YMM
Full Truck Alliance
Market cap
$8.69B
Sector
Technology
Overall winner
Applied Materials AMAT
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AMAT | YMM | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 46D | AMAT |
| Benjamin Graham | 87A | 37D | AMAT |
| Philip Fisher | 65B | 57C | AMAT |
| Peter Lynch | 65B | 75B | YMM |
| Joel Greenblatt | 66C | 31F | AMAT |
| Charlie Munger | 75B | 44D | AMAT |
| Terry Smith | 71B | 53D | AMAT |
Side-by-side metrics
| Metric | AMAT | YMM |
|---|---|---|
| Market cap | $342.97B | $8.69B |
| P/E (TTM) | 40.0x | 14.0x |
| EV/EBIT | 41.0x | 14.0x |
| ROIC (TTM) | 21.6% | 8.23% |
| Gross margin | 48.96% | 63.19% |
| Net margin | 29.31% | 35.31% |
| Revenue CAGR 5y | 5.31% | 27.09% |
| EPS CAGR 5y | 7.72% | - |
| Debt / Equity | 0.3x | 0.0x |
| Dividend yield | 0.45% | 2.08% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- Market cap$342.97Bvs $8.69B+97%
- ROIC (TTM)21.6%vs 8.23%+62%
YMM leads on
- Debt / Equity0.0xvs 0.3x+100%
- Revenue CAGR 5y27.09%vs 5.31%+80%
- Dividend yield2.08%vs 0.45%+79%
- EV/EBIT14.0xvs 41.0x+66%
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.