Stock comparison
Applied Materials
Cadence Design Systems
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
CDNS
Cadence Design Systems
Market cap
$103.04B
Sector
Technology
Overall winner
Cadence Design Systems CDNS
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AMAT | CDNS | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 78B | CDNS |
| Benjamin Graham | 87A | 84A | AMAT |
| Philip Fisher | 65B | 84A | CDNS |
| Peter Lynch | 65B | 78B | CDNS |
| Joel Greenblatt | 66C | 58C | AMAT |
| Charlie Munger | 75B | 80A | CDNS |
| Terry Smith | 71B | 80A | CDNS |
Side-by-side metrics
| Metric | AMAT | CDNS |
|---|---|---|
| Market cap | $342.97B | $103.04B |
| P/E (TTM) | 40.0x | 80.7x |
| EV/EBIT | 41.0x | 59.1x |
| ROIC (TTM) | 21.6% | 12.19% |
| Gross margin | 48.96% | 88.85% |
| Net margin | 29.31% | 21.18% |
| Revenue CAGR 5y | 5.31% | 15.38% |
| EPS CAGR 5y | 7.72% | 12.65% |
| Debt / Equity | 0.3x | 0.5x |
| 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 $103.04B+70%
- P/E (TTM)40.0xvs 80.7x+50%
- ROIC (TTM)21.6%vs 12.19%+44%
CDNS leads on
- Revenue CAGR 5y15.38%vs 5.31%+65%
- Gross margin88.85%vs 48.96%+45%
- EPS CAGR 5y12.65%vs 7.72%+39%
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.