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 2026-09-24.
Applied Materials, Inc. · Technology
$474.38
-3.5% upside to fair value
Med Conviction
Grade C
High Quality
VS
Meta Platforms, Inc. · Communication Services
$665.60
+21.4% upside to fair value
Med Conviction
Grade B+
High Quality
QuantHub Verdict
META has more upside to fair value
(+21.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
META |
| Current Price |
$474.38 |
$665.60 |
| Fair Value Estimate |
$457.95 |
$808.00 |
| Upside to Fair Value |
-3.5%
|
+21.4%
|
| Market Cap |
$376.6B |
$1,695.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
16.7x
|
| Price / Sales |
12.2x
|
7.4x
|
| Price / FCF |
67.0x
|
41.3x
|
| Revenue Growth YoY |
+24.8%
|
+28.0%
|
| Gross Margin |
49.4%
|
81.7%
|
| Operating Margin |
30.5%
|
38.1%
|
| Return on Equity |
40.4%
|
29.7%
|
| Dividend Yield |
0.42% |
0.32% |
| FCF Yield |
1.49%
|
2.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Applied Materials is the largest supplier of wafer fabrication equipment, providing deposition, etch, ion implantation, and process-control tools alongside a growing Applied Global Services aftermarket business to semiconductor manufacturers worldwide. The business quality is high: TTM gross margin of 49.4%, TTM operating margin of 30.5%, TTM net margin of 30.1%, and ROE of 40.4% reflect a durabl…
Meta Platforms operates the Facebook, Instagram, WhatsApp, Messenger and Threads ecosystem, monetizing its unmatched global audience primarily through digital advertising. Business quality is high, supported by 3.60 billion Family daily active people, AI-enhanced ad ranking, 81.7% TTM gross margin, 38.1% TTM operating margin, 29.8% TTM net margin and 29.7% ROE. Revenue grew 28.0% year over year i…
Accumulation Zones
| Metric |
AMAT |
META |
| Zone Low |
$343.46 |
$606.00 |
| Zone High |
$389.26 |
$686.80 |
| In Buy Zone? |
No
|
Yes
|