AMAT vs INTU: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Intuit 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
Intuit Inc. · Technology
$277.13
+25.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
INTU has more upside to fair value
(+25.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
INTU |
| Current Price |
$474.38 |
$277.13 |
| Fair Value Estimate |
$457.95 |
$347.25 |
| Upside to Fair Value |
-3.5%
|
+25.3%
|
| Market Cap |
$376.6B |
$75.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
11.0x
|
| Price / Sales |
12.2x
|
3.5x
|
| Price / FCF |
67.0x
|
8.8x
|
| Revenue Growth YoY |
+24.8%
|
+13.7%
|
| Gross Margin |
49.4%
|
80.9%
|
| Operating Margin |
30.5%
|
28.8%
|
| Return on Equity |
40.4%
|
23.4%
|
| Dividend Yield |
0.42% |
1.73% |
| FCF Yield |
1.49%
|
11.43%
|
| 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…
Intuit is a financial management software platform serving small and mid-market businesses through QuickBooks, consumers through TurboTax, and consumers through Credit Karma, with a professional tax segment in Lacerte, ProSeries and ProConnect. The business quality is high on fundamentals: TTM gross margin of 80.9%, TTM operating margin of 28.8%, TTM net margin of 21.3%, ROE of 23.4%, and free ca…
Accumulation Zones
| Metric |
AMAT |
INTU |
| Zone Low |
$343.46 |
$260.44 |
| Zone High |
$389.26 |
$295.16 |
| In Buy Zone? |
No
|
Yes
|