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 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
Meta Platforms, Inc. · Communication Services
$671.34
+36.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
META has more upside to fair value
(+36.4%).
META trades at a lower forward P/E
(28.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
META |
| Current Price |
$406.91 |
$671.34 |
| Fair Value Estimate |
$358.00 |
$916.00 |
| Upside to Fair Value |
-12.0%
|
+36.4%
|
| Market Cap |
$322.9B |
$1,698.2B |
| Forward P/E |
30.3x
|
28.0x
|
| EV / EBITDA |
30.2x
|
16.5x
|
| Price / Sales |
10.2x
|
8.4x
|
| Price / FCF |
51.6x
|
36.8x
|
| Revenue Growth YoY |
+11.0%
|
+23.8%
|
| Gross Margin |
49.9%
|
82.0%
|
| Operating Margin |
31.9%
|
41.4%
|
| Return on Equity |
47.0%
|
30.6%
|
| Dividend Yield |
0.45% |
0% |
| FCF Yield |
1.94%
|
2.72%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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 …
Meta Platforms, Inc. operates a leading global social media and technology platform primarily through its Family of Apps segment, which generates over 98% of its $201 billion 2025 revenue, driven by strong advertising growth. The company maintains a high-quality business with a durable competitive moat supported by network effects, brand strength, and intangible assets, reflected in a 30.6% retur…
Accumulation Zones
| Metric |
AMAT |
META |
| Zone Low |
$268.50 |
$687.00 |
| Zone High |
$304.30 |
$778.60 |
| In Buy Zone? |
No
|
Yes
|