Stock comparison
Alarm.com Holdings
Applied Materials
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
ALRM
Alarm.com Holdings
Market cap
$2.17B
Sector
Technology
AMAT
Applied Materials
Market cap
$342.97B
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 | ALRM | AMAT | Winner |
|---|---|---|---|
| Warren Buffett | 49D | 76B | AMAT |
| Benjamin Graham | 62C | 87A | AMAT |
| Philip Fisher | 51C | 65B | AMAT |
| Peter Lynch | 42D | 65B | AMAT |
| Joel Greenblatt | 28F | 66C | AMAT |
| Charlie Munger | 40D | 75B | AMAT |
| Terry Smith | 41D | 71B | AMAT |
Side-by-side metrics
| Metric | ALRM | AMAT |
|---|---|---|
| Market cap | $2.17B | $342.97B |
| P/E (TTM) | 16.4x | 40.0x |
| EV/EBIT | 16.0x | 41.0x |
| ROIC (TTM) | 7.16% | 21.6% |
| Gross margin | 63.38% | 48.96% |
| Net margin | 12.36% | 29.31% |
| Revenue CAGR 5y | 7.79% | 5.31% |
| EPS CAGR 5y | 26.16% | 7.72% |
| Debt / Equity | 0.7x | 0.3x |
| Dividend yield | 0.0% | 0.45% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
ALRM leads on
- EPS CAGR 5y26.16%vs 7.72%+71%
- EV/EBIT16.0xvs 41.0x+61%
- P/E (TTM)16.4xvs 40.0x+59%
- Revenue CAGR 5y7.79%vs 5.31%+32%
AMAT leads on
- Dividend yield0.45%vs 0.0%+100%
- Market cap$342.97Bvs $2.17B+99%
- ROIC (TTM)21.6%vs 7.16%+67%
- Debt / Equity0.3xvs 0.7x+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.