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 2026-09-25.
Applied Materials, Inc. · Technology
$474.38
-3.5% upside to fair value
Med Conviction
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
QuantHub Verdict
AMAT has more upside to fair value
(-3.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
CRWD |
| Current Price |
$474.38 |
$259.67 |
| Fair Value Estimate |
$457.95 |
$225.56 |
| Upside to Fair Value |
-3.5%
|
-13.1%
|
| Market Cap |
$376.6B |
$264.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
595.7x
|
| Price / Sales |
12.2x
|
49.0x
|
| Price / FCF |
67.0x
|
167.9x
|
| Revenue Growth YoY |
+24.8%
|
+25.8%
|
| Gross Margin |
49.4%
|
75.2%
|
| Operating Margin |
30.5%
|
-2.2%
|
| Return on Equity |
40.4%
|
1.3%
|
| Dividend Yield |
0.42% |
0% |
| FCF Yield |
1.49%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Applied Materials is the largest supplier of wafer fabrication equipment, providing deposition, etch, ion implantation, and process-control tools alongside a growing Applied Global Services aftermarket business to semiconductor manufacturers worldwide. The business quality is high: TTM gross margin of 49.4%, TTM operating margin of 30.5%, TTM net margin of 30.1%, and ROE of 40.4% reflect a durabl…
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Accumulation Zones
| Metric |
AMAT |
CRWD |
| Zone Low |
$343.46 |
$169.17 |
| Zone High |
$389.26 |
$191.73 |
| In Buy Zone? |
No
|
No
|