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 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
QuantHub Verdict
AMAT has more upside to fair value
(-12.0%).
AMAT trades at a lower forward P/E
(30.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
MAR |
| Current Price |
$406.91 |
$359.06 |
| Fair Value Estimate |
$358.00 |
$197.48 |
| Upside to Fair Value |
-12.0%
|
-45.0%
|
| Market Cap |
$322.9B |
$95.2B |
| Forward P/E |
30.3x
|
37.7x
|
| EV / EBITDA |
30.2x
|
29.5x
|
| Price / Sales |
10.2x
|
4.4x
|
| Price / FCF |
51.6x
|
29.3x
|
| Revenue Growth YoY |
+11.0%
|
-71.1%
|
| Gross Margin |
49.9%
|
6.0%
|
| Operating Margin |
31.9%
|
19.6%
|
| Return on Equity |
47.0%
|
-78.5%
|
| Dividend Yield |
0.45% |
0% |
| FCF Yield |
1.94%
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% y…
Accumulation Zones
| Metric |
AMAT |
MAR |
| Zone Low |
$268.50 |
$148.11 |
| Zone High |
$304.30 |
$167.86 |
| In Buy Zone? |
No
|
No
|