Professional
Added to YB: 2025-01-08
Pitch date: 2025-01-02
AMAT [bullish]
Applied Materials, Inc.
+58.3%
current return
Author Info
No bio for this author
Company Info
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.
Market Cap
$205.5B
Pitch Price
$163.74
Price Target
N/A
Dividend
0.71%
EV/EBITDA
22.81
P/E
29.93
EV/Sales
7.19
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Vltava Fund New Position: Applied Materials, Inc.
AMAT: Leading semi equipment provider w/ diverse clientele. 27% net margins, 30% ROCE. Strong FCF, balance sheet & buybacks. Similar fundamentals to KLA & LRCX. Core biz: semi systems & global services. Top customers: Samsung & TSMC. Competitive edge less tangible but financials show strength.
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