Applied Materials Inc (AMAT)vsTotalEnergies SE ADR (TTE)
AMAT
Applied Materials Inc
$382.59
+3.11%
TECHNOLOGY · Cap: $313.07B
TTE
TotalEnergies SE ADR
$92.71
+0.51%
ENERGY · Cap: $205.37B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 546% more annual revenue ($182.34B vs $28.21B). AMAT leads profitability with a 27.8% profit margin vs 7.2%. TTE appears more attractively valued with a PEG of 0.77. AMAT earns a higher WallStSmart Score of 64/100 (C+).
AMAT
Buy64
out of 100
Grade: C+
TTE
Buy55
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 39 in profit
Earnings expanding 75.2% YoY
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Strong operational efficiency at 29.9%
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 6.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 14.0x book value
Premium valuation, high expectations priced in
Revenue declined 2.1%
7.2% margin — thin
Revenue declined 2.5%
Earnings declined 27.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMAT
The strongest argument for AMAT centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 27.8% and operating margin at 29.9%.
Bull Case : TTE
The strongest argument for TTE centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : AMAT
The primary concerns for AMAT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 40.4x leaves little room for execution misses.
Bear Case : TTE
The primary concerns for TTE are Profit Margin, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
AMAT profiles as a declining stock while TTE is a value play — different risk/reward profiles.
AMAT carries more volatility with a beta of 1.64 — expect wider price swings.
AMAT is growing revenue faster at -2.1% — sustainability is the question.
TTE generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
AMAT scores higher overall (64/100 vs 55/100), backed by strong 27.8% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Materials Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor (integrated circuit) chips for electronics, flat panel displays for computers, smartphones and televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, in Silicon Valley.
Visit Website →TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
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