AMAT vs GEV: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and GE Vernova Inc. — 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
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
GEV |
| Current Price |
$474.38 |
$951.82 |
| Fair Value Estimate |
$457.95 |
$1,288.67 |
| Upside to Fair Value |
-3.5%
|
+35.4%
|
| Market Cap |
$376.6B |
$253.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
28.2x
|
| Price / Sales |
12.2x
|
6.1x
|
| Price / FCF |
67.0x
|
20.5x
|
| Revenue Growth YoY |
+24.8%
|
+21.9%
|
| Gross Margin |
49.4%
|
20.2%
|
| Operating Margin |
30.5%
|
4.4%
|
| Return on Equity |
40.4%
|
83.4%
|
| Dividend Yield |
0.42% |
0.18% |
| FCF Yield |
1.49%
|
4.88%
|
| 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…
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Accumulation Zones
| Metric |
AMAT |
GEV |
| Zone Low |
$343.46 |
$966.50 |
| Zone High |
$389.26 |
$1,095.37 |
| In Buy Zone? |
No
|
Yes
|