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 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
INTU |
| Current Price |
$406.91 |
$396.57 |
| Fair Value Estimate |
$358.00 |
$575.03 |
| Upside to Fair Value |
-12.0%
|
+45.0%
|
| Market Cap |
$322.9B |
$110.4B |
| Forward P/E |
30.3x
|
19.5x
|
| EV / EBITDA |
30.2x
|
19.0x
|
| Price / Sales |
10.2x
|
5.9x
|
| Price / FCF |
51.6x
|
18.1x
|
| Revenue Growth YoY |
+11.0%
|
+15.6%
|
| Gross Margin |
49.9%
|
80.8%
|
| Operating Margin |
31.9%
|
26.1%
|
| Return on Equity |
47.0%
|
19.6%
|
| Dividend Yield |
0.45% |
1.17% |
| FCF Yield |
1.94%
|
5.51%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Applied Materials is the world's leading semiconductor and display equipment company, and the May 14 Q2 fiscal 2026 print materially strengthened the operating story. Revenue grew 11 percent year over year to a record $7.91 billion, non-GAAP earnings per share of $2.86 beat consensus of $2.68, and management guided Q3 to a record $8.95 billion in revenue with non-GAAP earnings per share of $3.36 …
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
| Metric |
AMAT |
INTU |
| Zone Low |
$268.50 |
$431.27 |
| Zone High |
$304.30 |
$488.78 |
| In Buy Zone? |
No
|
Yes
|