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 +7.7% and APH reads +54.0%; on debt / equity, AMAT reads 0.30 and APH reads 1.20. The rest of the comparable metrics sit closer together. What AMAT's price implies is a somewhat stretched bet versus history (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 | $506.95 | $87.23 |
| Market cap | $405.6B | $107.6B |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +6.8% |
| P/E | 43.8 | 21.9 |
| P/B | 15.83 | 6.89 |
| P/S | 13.15 | 3.71 |
| EV/EBITDA | 42.0 | 13.2 |
| Revenue growth | +7.7% | +54.0% |
| Gross margin | 50.3% | 40.5% |
| Operating margin | 33.7% | 29.5% |
| Net margin | 28.1% | 17.7% |
| Return on equity | 33.9% | 32.9% |
| Return on assets | 19.9% | 11.5% |
| Return on invested capital | 24.2% | 17.0% |
| FCF yield | 1.4% | 4.4% |
| Dividend yield | 0.3% | 0.8% |
| Debt / equity | 0.30 | 1.20 |
| Current ratio | 2.42 | 1.89 |
| Altman Z (solvency) | 9.32 | 3.64 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
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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.