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 2026-07-09.
Applied Materials, Inc. · Technology
$603.04
-45.0% upside to fair value
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
CRWD |
| Current Price |
$603.04 |
$191.12 |
| Fair Value Estimate |
$331.67 |
$253.64 |
| Upside to Fair Value |
-45.0%
|
+32.7%
|
| Market Cap |
$478.8B |
$194.6B |
| Forward P/E |
56.4x
|
-4023.6x
|
| EV / EBITDA |
43.0x
|
570.3x
|
| Price / Sales |
16.5x
|
38.2x
|
| Price / FCF |
80.3x
|
134.0x
|
| Revenue Growth YoY |
+11.4%
|
+25.6%
|
| Gross Margin |
49.0%
|
75.0%
|
| Operating Margin |
29.5%
|
-3.9%
|
| Return on Equity |
39.8%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.25%
|
0.75%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Applied Materials, Inc. is a leading semiconductor equipment company with a strong competitive moat in multiple wafer fab equipment segments, driven by its scale, infrastructure, and technology leadership in AI-critical process steps. The company benefits from a seasoned management team led by CEO Gary Dickerson, who has over 12 years at the helm and a track record of strong revenue and profitabi…
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
AMAT |
CRWD |
| Zone Low |
$248.75 |
$190.23 |
| Zone High |
$281.92 |
$215.59 |
| In Buy Zone? |
No
|
Yes
|