WallStSmart

Applied Materials Inc (AMAT)vsVuzix Corp Cmn Stk (VUZI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Applied Materials Inc generates 476406% more annual revenue ($29.02B vs $6.09M). AMAT leads profitability with a 29.3% profit margin vs 0.0%. AMAT earns a higher WallStSmart Score of 72/100 (B).

AMAT

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.5Value: 4.3Quality: 8.5
Piotroski: 4/9Altman Z: 4.98

VUZI

Avoid

16

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 6.7Quality: 7.0
Piotroski: 4/9Altman Z: -11.95
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AMAT.

VUZIUndervalued (+40.5%)

Margin of Safety

+40.5%

Fair Value

$4.15

Current Price

$4.23

$0.08 discount

UndervaluedFair: $4.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMAT6 strengths · Avg: 9.7/10
Market CapQuality
$389.08B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.6%10/10

Every $100 of equity generates 36 in profit

Operating MarginProfitability
31.9%10/10

Strong operational efficiency at 31.9%

Altman Z-ScoreHealth
4.9810/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
29.3%9/10

Keeps 29 of every $100 in revenue as profit

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

VUZI1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

AMAT3 concerns · Avg: 3.3/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

Price/BookValuation
15.0x4/10

Trading at 15.0x book value

P/E RatioValuation
46.1x2/10

Premium valuation, high expectations priced in

VUZI4 concerns · Avg: 3.5/10
Price/BookValuation
14.1x4/10

Trading at 14.1x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$259.45M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AMAT

The strongest argument for AMAT centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.3% and operating margin at 31.9%. Revenue growth of 11.4% demonstrates continued momentum.

Bull Case : VUZI

The strongest argument for VUZI centers on Debt/Equity.

Bear Case : AMAT

The primary concerns for AMAT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 46.1x leaves little room for execution misses.

Bear Case : VUZI

The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.

Key Dynamics to Monitor

AMAT profiles as a mature stock while VUZI is a value play — different risk/reward profiles.

VUZI carries more volatility with a beta of 1.69 — expect wider price swings.

AMAT is growing revenue faster at 11.4% — sustainability is the question.

AMAT generates stronger free cash flow (208M), providing more financial flexibility.

Bottom Line

AMAT scores higher overall (72/100 vs 16/100), backed by strong 29.3% margins and 11.4% revenue growth. VUZI offers better value entry with a 40.5% margin of safety. Both earn "Strong Buy" and "Avoid" 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.

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Vuzix Corp Cmn Stk

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.

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