AMAT vs MAR: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Applied Materials, Inc. · Technology
$394.33
-58.9% upside to fair value
Grade C
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
QuantHub Verdict
MAR has more upside to fair value
(-13.8%).
MAR trades at a lower forward P/E
(39.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
MAR |
| Current Price |
$394.33 |
$377.93 |
| Fair Value Estimate |
$162.08 |
$325.87 |
| Upside to Fair Value |
-58.9%
|
-13.8%
|
| Market Cap |
$312.9B |
$100.2B |
| Forward P/E |
39.9x
|
39.0x
|
| EV / EBITDA |
31.6x
|
25.3x
|
| Price / Sales |
11.1x
|
3.8x
|
| Price / FCF |
50.5x
|
34.6x
|
| Revenue Growth YoY |
-2.1%
|
+4.1%
|
| Gross Margin |
48.7%
|
21.3%
|
| Operating Margin |
29.1%
|
15.8%
|
| Return on Equity |
38.9%
|
-79.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
2.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Applied Materials, Inc. is a leading global provider of semiconductor and display equipment, specializing in materials engineering solutions critical to chip manufacturing. The company benefits from a durable competitive moat supported by its market leadership, innovation engine with over 8,500 patents since 2013, and a strong management team led by CEO Gary E. Dickerson. Despite these strengths,…
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Accumulation Zones
| Metric |
AMAT |
MAR |
| Zone Low |
$121.56 |
$244.40 |
| Zone High |
$137.77 |
$276.99 |
| In Buy Zone? |
No
|
No
|