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 $341.3B against $22.4B — 15.2× the size. Applied Materials, Inc. trades at the lower P/E: 35.1× against 69.5×. Applied Materials, Inc. grew revenue faster over the last twelve months: 7.77% against 3.20%. Applied Materials, Inc. has the higher net margin (30.1% vs 9.18%) and the higher return on invested capital (24.9% vs 4.60%). Only Entegris, Inc. pays a dividend (0.29%). Across the 23 metrics below, Applied Materials, Inc. leads on 14 and Entegris, Inc. on 9.

Valuation

Metric AMAT ENTG Semiconductor Equipment & Materials median
P/E 35.07 69.48 45.03
P/S 10.54 6.38 4.64
P/B 12.68 5.11 3.22
Price to free cash flow 56.50 36.91 48.18
EV/EBITDA 33.34 26.96 33.11
EV/Sales 10.45 7.33 5.52
Earnings yield 2.85% 1.44% 1.41%
Free cash flow yield 1.77% 2.71% 1.67%

Profitability

Metric AMAT ENTG Semiconductor Equipment & Materials median
Gross margin 49.40% 45.48% 43.95%
Operating margin 29.64% 16.05% 10.32%
Net margin 30.05% 9.18% 7.45%
Free cash flow margin 18.25% 17.29% 6.77%
Return on equity 41.07% 7.67% 4.78%
Return on assets 23.84% 3.62% 3.62%
Return on invested capital 24.91% 4.60% 6.10%

Growth

Metric AMAT ENTG Semiconductor Equipment & Materials median
Revenue growth (TTM) 7.77% 3.20% 14.60%
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 0.83 0.09
Current ratio 2.42 3.05 3.66
Net debt to EBITDA (0.23) 3.90 (0.49)

Dividend

Metric AMAT ENTG Semiconductor Equipment & Materials median
Dividend yield 0.00% 0.29% 0.42%
Payout ratio 0.00 0.20 0.19

Size

Metric AMAT ENTG Semiconductor Equipment & Materials median
Market cap 341.25b 22.44b 3.80b

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