APPLIED MATERIALS INC /DE vs AMPHENOL CORPORATION, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMAT and APH diverge most: on revenue growth, AMAT reads +3.4% and APH reads +54.0%; on debt / equity, AMAT reads 0.27 and APH reads 1.10. The rest of the comparable metrics sit closer together. What AMAT's price implies is a bet that sits within the historical range (whole-company basis). What APH's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMAT | APH |
|---|---|---|
| Price | $509.98 | $160.71 |
| Market cap | $407.5B | $198.2B |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| P/E | 48.0 | 40.3 |
| P/B | 17.04 | 12.69 |
| P/S | 14.04 | 6.83 |
| EV/EBITDA | 47.6 | 22.9 |
| Revenue growth | +3.4% | +54.0% |
| Gross margin | 49.9% | 40.5% |
| Operating margin | 31.9% | 29.5% |
| Net margin | 27.3% | 17.7% |
| Return on equity | 33.1% | 32.9% |
| Return on assets | 19.6% | 11.5% |
| Return on invested capital | 23.8% | 17.9% |
| FCF yield | 1.3% | 2.4% |
| Dividend yield | 0.3% | 0.5% |
| Debt / equity | 0.27 | 1.10 |
| Current ratio | 2.51 | 1.89 |
| Altman Z (solvency) | 9.39 | 5.50 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.