Stock comparison
Applied Materials
SPS Commerce
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
SPSC
SPS Commerce
Market cap
$1.97B
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 | SPSC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 51C | AMAT |
| Benjamin Graham | 87A | 52C | AMAT |
| Philip Fisher | 65B | 56C | AMAT |
| Peter Lynch | 65B | 45D | AMAT |
| Joel Greenblatt | 66C | 25F | AMAT |
| Charlie Munger | 75B | 39D | AMAT |
| Terry Smith | 71B | 45D | AMAT |
Side-by-side metrics
| Metric | AMAT | SPSC |
|---|---|---|
| Market cap | $342.97B | $1.97B |
| P/E (TTM) | 40.0x | 21.0x |
| EV/EBIT | 41.0x | 14.6x |
| ROIC (TTM) | 21.6% | 8.66% |
| Gross margin | 48.96% | 66.82% |
| Net margin | 29.31% | 11.92% |
| Revenue CAGR 5y | 5.31% | 18.18% |
| EPS CAGR 5y | 7.72% | 18.68% |
| Debt / Equity | 0.3x | 0.0x |
| Dividend yield | 0.45% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- Dividend yield0.45%vs 0.0%+100%
- Market cap$342.97Bvs $1.97B+99%
- ROIC (TTM)21.6%vs 8.66%+60%
- Net margin29.31%vs 11.92%+59%
SPSC leads on
- Debt / Equity0.0xvs 0.3x+97%
- Revenue CAGR 5y18.18%vs 5.31%+71%
- EV/EBIT14.6xvs 41.0x+64%
- EPS CAGR 5y18.68%vs 7.72%+59%
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.