Applied Materials, Inc. (AMAT) vs Entegris, Inc. (ENTG)

Applied Materials, Inc. and Entegris, Inc. are both Semiconductor Equipment & Materials companies. Applied Materials, Inc. is the larger, with a market value of $253.4B against $19.1B — 13.3× the size. Applied Materials, Inc. trades at the lower P/E: 27.7× against 49.6×. Entegris, Inc. grew revenue faster over the last twelve months: 9.38% against 7.77%. Applied Materials, Inc. has the higher net margin (30.1% vs 11.1%) and the higher return on invested capital (24.9% vs 5.54%). Only Entegris, Inc. pays a dividend (0.31%). Across the 23 metrics below, Applied Materials, Inc. leads on 13 and Entegris, Inc. on 10.

Valuation

Metric AMAT ENTG Semiconductor Equipment & Materials median
P/E 27.69 49.56 33.70
P/S 8.32 5.53 4.22
P/B 10.01 4.50 2.94
Price to free cash flow 44.60 31.67 31.49
EV/EBITDA 26.26 22.57 22.64
EV/Sales 8.23 6.37 4.97
Earnings yield 3.61% 2.02% 2.02%
Free cash flow yield 2.24% 3.16% 2.27%

Profitability

Metric AMAT ENTG Semiconductor Equipment & Materials median
Gross margin 49.40% 47.14% 46.86%
Operating margin 29.64% 18.21% 12.02%
Net margin 30.05% 11.14% 10.16%
Free cash flow margin 18.25% 17.48% 6.73%
Return on equity 41.07% 9.55% 5.31%
Return on assets 23.84% 4.64% 4.10%
Return on invested capital 24.91% 5.54% 6.36%

Growth

Metric AMAT ENTG Semiconductor Equipment & Materials median
Revenue growth (TTM) 7.77% 9.38% 15.82%
EPS growth (last fiscal year) 0.58% (19.69%) (4.56%)
Revenue growth, 5-year CAGR 10.52% 11.45% 10.11%
Net income growth, 5-year CAGR 14.10% (4.40%) 0.00%

Health

Metric AMAT ENTG Semiconductor Equipment & Materials median
Debt to equity 0.26 0.75 0.09
Current ratio 2.42 2.66 3.56
Net debt to EBITDA (0.23) 3.90 (0.49)

Dividend

Metric AMAT ENTG Semiconductor Equipment & Materials median
Dividend yield 0.00% 0.31% 0.59%
Payout ratio 0.00 0.16 0.16

Size

Metric AMAT ENTG Semiconductor Equipment & Materials median
Market cap 253.36b 19.06b 3.04b

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