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 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
CRWD |
| Current Price |
$406.91 |
$436.32 |
| Fair Value Estimate |
$358.00 |
$587.16 |
| Upside to Fair Value |
-12.0%
|
+34.6%
|
| Market Cap |
$322.9B |
$110.7B |
| Forward P/E |
30.3x
|
-601.6x
|
| EV / EBITDA |
30.2x
|
951.5x
|
| Price / Sales |
10.2x
|
23.0x
|
| Price / FCF |
51.6x
|
89.3x
|
| Revenue Growth YoY |
+11.0%
|
+23.3%
|
| Gross Margin |
49.9%
|
74.9%
|
| Operating Margin |
31.9%
|
-5.4%
|
| Return on Equity |
47.0%
|
-4.7%
|
| Dividend Yield |
0.45% |
0% |
| FCF Yield |
1.94%
|
1.12%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Applied Materials is the world's leading semiconductor and display equipment company, and the May 14 Q2 fiscal 2026 print materially strengthened the operating story. Revenue grew 11 percent year over year to a record $7.91 billion, non-GAAP earnings per share of $2.86 beat consensus of $2.68, and management guided Q3 to a record $8.95 billion in revenue with non-GAAP earnings per share of $3.36 …
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Accumulation Zones
| Metric |
AMAT |
CRWD |
| Zone Low |
$268.50 |
$440.37 |
| Zone High |
$304.30 |
$499.09 |
| In Buy Zone? |
No
|
Yes
|