AMAT vs META: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Meta Platforms, 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
Meta Platforms, Inc. · Communication Services
$611.40
+12.9% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
META has more upside to fair value
(+12.9%).
META trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
META |
| Current Price |
$394.33 |
$611.40 |
| Fair Value Estimate |
$162.08 |
$690.00 |
| Upside to Fair Value |
-58.9%
|
+12.9%
|
| Market Cap |
$312.9B |
$1,541.3B |
| Forward P/E |
39.9x
|
23.0x
|
| EV / EBITDA |
31.6x
|
18.0x
|
| Price / Sales |
11.1x
|
7.7x
|
| Price / FCF |
50.5x
|
33.4x
|
| Revenue Growth YoY |
-2.1%
|
+22.2%
|
| Gross Margin |
48.7%
|
82.0%
|
| Operating Margin |
29.1%
|
41.4%
|
| Return on Equity |
38.9%
|
30.6%
|
| Dividend Yield |
0% |
0.4% |
| FCF Yield |
1.98%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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,…
Meta Platforms operates the world's largest social media ecosystem (Facebook, Instagram, WhatsApp, Threads) reaching 3.3B+ daily users, generating $201B in revenue predominantly from digital advertising. The company's 82% gross margins and AI-powered ad targeting create an extraordinarily profitable core business. Trading at its 5-year P/E low of 25.5x despite 22% revenue growth, META is cheap on…
Accumulation Zones
| Metric |
AMAT |
META |
| Zone Low |
$121.56 |
$520.00 |
| Zone High |
$137.77 |
$590.00 |
| In Buy Zone? |
No
|
No
|