Stock comparison
Applied Materials
Arista Networks
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
$339.94B
Sector
Technology
ANET
Arista Networks
Market cap
$183.22B
Sector
Technology
Overall winner
Arista Networks ANET
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AMAT | ANET | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 76B | Tie |
| Benjamin Graham | 87A | 88A | ANET |
| Philip Fisher | 65B | 97A | ANET |
| Peter Lynch | 65B | 72B | ANET |
| Joel Greenblatt | 66C | 66C | Tie |
| Charlie Munger | 75B | 87A | ANET |
| Terry Smith | 71B | 91A | ANET |
Side-by-side metrics
| Metric | AMAT | ANET |
|---|---|---|
| Market cap | $339.94B | $183.22B |
| P/E (TTM) | 40.0x | 48.0x |
| EV/EBIT | 41.0x | 45.6x |
| ROIC (TTM) | 21.6% | 22.43% |
| Gross margin | 48.96% | 63.54% |
| Net margin | 29.31% | 38.32% |
| Revenue CAGR 5y | 5.31% | 32.2% |
| EPS CAGR 5y | 7.72% | 41.8% |
| Debt / Equity | 0.3x | - |
| 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$339.94Bvs $183.22B+46%
- P/E (TTM)40.0xvs 48.0x+17%
- EV/EBIT41.0xvs 45.6x+10%
ANET leads on
- Debt / Equity-vs 0.3x+100%
- Revenue CAGR 5y32.2%vs 5.31%+84%
- EPS CAGR 5y41.8%vs 7.72%+82%
- Net margin38.32%vs 29.31%+23%
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.