AMAT vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and CoreWeave, Inc. Class A Common Stock — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Applied Materials, Inc. · Technology
$474.38
-3.5% upside to fair value
Med Conviction
Grade C
High Quality
VS
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
CRWV |
| Current Price |
$474.38 |
$86.76 |
| Fair Value Estimate |
$457.95 |
$125.80 |
| Upside to Fair Value |
-3.5%
|
+45.0%
|
| Market Cap |
$376.6B |
$47.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
36.3x
|
| Price / Sales |
12.2x
|
6.2x
|
| Price / FCF |
67.0x
|
—
|
| Revenue Growth YoY |
+24.8%
|
+112.3%
|
| Gross Margin |
49.4%
|
67.4%
|
| Operating Margin |
30.5%
|
-3.0%
|
| Return on Equity |
40.4%
|
-45.4%
|
| Dividend Yield |
0.42% |
0% |
| FCF Yield |
1.49%
|
—
|
| Analyst Consensus |
Strong Buy
|
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…
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
Accumulation Zones
| Metric |
AMAT |
CRWV |
| Zone Low |
$343.46 |
$94.35 |
| Zone High |
$389.26 |
$106.93 |
| In Buy Zone? |
No
|
Yes
|