Applied Materials, Inc. (AMAT) on Decifer

Decifer ranks AMAT number 46 of 269 tracked names on durable business quality.

Why it ranks here

• Sales are growing about 22% a year, faster than 71 in 100 companies we measure.
• It keeps about 20 cents of every sales dollar as cash, safer than 84 in 100 companies we measure.
• It earns about 22% a year on the money put into the business, better than 87 in 100 companies we measure.
• It costs about 32 times its yearly profit; the middle of its industry is 46. Cheaper than 77 in 100 companies we measure, against their own industries.

The current read

The evidence on AMAT lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• AI Infrastructure Buildout: Global investment in AI compute capacity is driving an unprecedented buildout across the full stack: accelerator silicon, interconnect, high-bandwidth memory and storage, the leading-edge fabs and equipment that manufacture them, and the physical data-center power, cooling and construction capacity they run in.

Read the full AMAT research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.