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AMAT.NE$51.56+2.71%
Fair $51.56+0.0%

AMAT.NE

Applied Materials, Inc.

Technology / Semiconductor Equipment & MaterialsCboe CA

$51.56

+1.36 (+2.71%)

Fairly Valued+0.0%Fair Value $51.56Fund rank 37/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.5B · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · AMAT.NELocal privado en este navegador · Applied Materials, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$509.7B

P/E

53.7x

↑

EV/EBITDA

51.8x

↑

ROE

34.3%

↑

Gross Margin

48.7%

↑

Debt/Equity

0.35

↑
52-Week Range$52
$18$52

TradingView lightweight chart

AMAT.NE price, volumen y niveles de valoración

Último $51.56Periodo +150.8%
Fair value: $51.56

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+3.2%

FCF CAGR

+7.3%

FCF margin

20.1%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.37B · net income $7.00B · FCF $5.70B

2022-FY → 2025-FY

Gross margin

48.7%+2.2% pts

Operating margin

29.9%-0.3% pts

Net margin

24.7%-0.6% pts

FCF margin

20.1%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$28.37B$28.37B$27.18B$26.52B$25.79B
Net Income$7.00B$7.00B$7.18B$6.86B$6.53B
EBITDA$9.97B$9.97B$8.79B$8.47B$8.27B
EPS0.700.700.690.650.60
Gross Margin48.7%48.7%47.5%46.7%46.5%
Operating Margin29.9%29.9%28.9%28.9%30.2%
Net Margin24.7%24.7%26.4%25.9%25.3%
Balance Sheet
Debt/Equity0.350.350.350.370.48
Current Ratio2.612.61———
Cash Flow
Free Cash Flow$5.70B$5.70B$7.49B$7.59B$4.61B
Returns
ROE34.3%34.3%37.8%41.9%53.5%
Valuation
P/E53.7153.71———
EV/EBITDA51.7851.78———
P/B25.3125.31———
Growth & Yield
Revenue Growth4.4%4.4%2.5%2.8%—
EPS Growth0.6%0.6%6.2%9.0%—
Dividend Yield0.7%0.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

87.1%

muy exigente

EPS terminal req.

$4.58

Spread vs growth

-86.5%

5Y implied EPS CAGR

51.3%

muy exigente

EPS terminal req.

$5.54

Spread vs growth

-50.7%

10Y implied EPS CAGR

29.0%

muy exigente

EPS terminal req.

$8.92

Spread vs growth

-28.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +187.8%

Total return

+187.8%

Start / end P/E

25.9x → 73.8x

EPS bridge

0.69 → 0.70

Residual

+1.1%

EPS growth+0.6%
Multiple rerating+185.4%
Dividend+0.7%
Residual / FX / buybacks / cross-term+1.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.