AMAT vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Applied Materials, Inc. · Technology
$412.79
-59.0% upside to fair value
Grade C
High Quality
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
NFLX |
| Current Price |
$412.79 |
$91.02 |
| Fair Value Estimate |
$169.16 |
$178.10 |
| Upside to Fair Value |
-59.0%
|
+95.7%
|
| Market Cap |
$327.6B |
$383.3B |
| Forward P/E |
41.8x
|
28.7x
|
| EV / EBITDA |
33.1x
|
11.4x
|
| Price / Sales |
11.7x
|
8.2x
|
| Price / FCF |
53.0x
|
32.2x
|
| Revenue Growth YoY |
-2.1%
|
+16.2%
|
| Gross Margin |
48.7%
|
49.0%
|
| Operating Margin |
29.1%
|
29.7%
|
| Return on Equity |
38.9%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.89%
|
3.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Applied Materials, Inc. is the world's leading semiconductor and display equipment company, specializing in materials engineering solutions for chip manufacturing and advanced displays. The company benefits from a durable competitive moat driven by market leadership, innovation with over 8,500 patents, and a strong management team led by CEO Gary E. Dickerson with over 12 years tenure. Despite re…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
AMAT |
NFLX |
| Zone Low |
$126.87 |
$133.57 |
| Zone High |
$143.79 |
$151.38 |
| In Buy Zone? |
No
|
Yes
|