Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · View financials
Decision snapshot: LEA stock price vs AMAT: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at AMAT's multiple
Needs AMAT P/E.
Implied fair value · at LEA's multiple
Needs LEA P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: LEA FY 2025 (ended Dec 31, 2025) · AMAT FY 2025 (ended Oct 26, 2025). Fiscal years are not aligned.
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
Lear Corp · implied price per share
Bear
$7.72
Base
$9.08
Bull
$10.44
APPLIED MATERIALS INC /DE · implied price per share
Bear
$93.60
Base
$110.12
Bull
$126.64
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.54x
0.32x
Net debt / EBITDA
Leverage against operating earnings
1.19x
-0.20x
Cash and equivalents
Liquid reserves on the balance sheet
$1.04B
$8.57B
Total debt
Interest-bearing obligations outstanding
$2.72B
$6.56B
Comparable set
Where the pair sits against the wider comparable set.
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Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe LEA's own historical trading band is the right anchor rather than AMAT's much richer quality premium, then hold or only modestly add to LEA because the current price of $130.85 is already within its historical range and far above the DCF range of $36.08-$48.81.
LEA trades at a dramatic discount to AMAT on P/E, P/S, EV/EBITDA, and EV/Revenue, but the multiple gap is heavily influenced by AMAT's far stronger margins and returns. LEA's current price of $130.85 is near the upper end of its historical band, while AMAT-implied price points to a much higher level that looks unrealistic given the fundamental differences.
Supporting Metrics
