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 2026-07-20.
Applied Materials, Inc. · Technology
$603.04
-45.0% upside to fair value
Grade C
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MAR has more upside to fair value
(-3.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
MAR |
| Current Price |
$603.04 |
$366.24 |
| Fair Value Estimate |
$331.67 |
$353.64 |
| Upside to Fair Value |
-45.0%
|
-3.4%
|
| Market Cap |
$478.8B |
$96.6B |
| Forward P/E |
56.4x
|
—
|
| EV / EBITDA |
43.0x
|
23.8x
|
| Price / Sales |
16.5x
|
3.7x
|
| Price / FCF |
80.3x
|
31.6x
|
| Revenue Growth YoY |
+11.4%
|
+6.2%
|
| Gross Margin |
49.0%
|
21.4%
|
| Operating Margin |
29.5%
|
16.0%
|
| Return on Equity |
39.8%
|
-74.1%
|
| Dividend Yield |
0% |
0.75% |
| FCF Yield |
1.25%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Applied Materials, Inc. is a leading semiconductor equipment company with a strong competitive moat in multiple wafer fab equipment segments, driven by its scale, infrastructure, and technology leadership in AI-critical process steps. The company benefits from a seasoned management team led by CEO Gary Dickerson, who has over 12 years at the helm and a track record of strong revenue and profitabi…
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Accumulation Zones
| Metric |
AMAT |
MAR |
| Zone Low |
$248.75 |
$265.23 |
| Zone High |
$281.92 |
$300.59 |
| In Buy Zone? |
No
|
No
|