AMAT vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Applied Materials, Inc. · Technology
$394.33
-58.9% upside to fair value
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
CRWD |
| Current Price |
$394.33 |
$449.61 |
| Fair Value Estimate |
$162.08 |
$926.44 |
| Upside to Fair Value |
-58.9%
|
+106.1%
|
| Market Cap |
$312.9B |
$114.0B |
| Forward P/E |
39.9x
|
-619.9x
|
| EV / EBITDA |
31.6x
|
981.7x
|
| Price / Sales |
11.1x
|
23.7x
|
| Price / FCF |
50.5x
|
92.0x
|
| Revenue Growth YoY |
-2.1%
|
+23.3%
|
| Gross Margin |
48.7%
|
74.9%
|
| Operating Margin |
29.1%
|
-5.4%
|
| Return on Equity |
38.9%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
1.09%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Applied Materials, Inc. is a leading global provider of semiconductor and display equipment, specializing in materials engineering solutions critical to chip manufacturing. The company benefits from a durable competitive moat supported by its market leadership, innovation engine with over 8,500 patents since 2013, and a strong management team led by CEO Gary E. Dickerson. Despite these strengths,…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
| Metric |
AMAT |
CRWD |
| Zone Low |
$121.56 |
$694.83 |
| Zone High |
$137.77 |
$787.47 |
| In Buy Zone? |
No
|
Yes
|