Applied Materials, Inc. (AMAT) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 10YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 10Y.
- Score
- 35/100
- 10Y CAGR
- 11.4%
- Median YoY
- 10.6%
- YoY volatility
- σ 17.0pp· uneven
- Quarters ≥ 20%
- 15 of 40
- Negative quarters
- 9
- Valuation vs own 10Y history
- P/S 12.9x · 10Y median 4.1x · 98th percentile · as of Aug 19, 2026
How this score is computed
- Quarters at or above 20%: 15 of 40 → 15 of 40 pts
- Steadiness (typical swing 17.0pp) → 12.9 of 25 pts
- Pace (median 10.6% YoY) → 0 of 20 pts
- Latest quarter (24.8% YoY) → 7.4 of 15 pts
- Score: 35 of 100
Annualized revenue (TTM) · by quarter, last 40
Quarterly YoY revenue growth vs the 20% line
P/S multiple vs its 10Y median
Across metrics · 10Y
| Metric | 10Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 11.4% | 10.6% | 17.0pp | 15 of 40 | 9 |
| EPSEPS | 22.7% | 20.8% | 80.3pp | 20 of 40 | 10 |
| Op cash flowOperating cash flow | 21.2% | 11.6% | 89.2pp | 18 of 40 | 15 |
| EBITDAEBITDA | 15.1% | 14.6% | 33.3pp | 16 of 40 | 13 |
| FCFFree cash flow | 19.6% | 9% | 154.5pp | 19 of 40 | 18 |
Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: AMAT on the compounders surface · All compounders, ranked