AMAT vs PFE: Which Is the Better Buy?

Side-by-side comparison of Applied Materials, Inc. and Pfizer Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-06.
Applied Materials, Inc. · Technology
$603.04
-45.0% upside to fair value
Grade C High Quality
VS
Pfizer Inc. · Healthcare
$25.22
+2.8% upside to fair value
Grade B
QuantHub Verdict
PFE has more upside to fair value (+2.8%). PFE trades at a lower forward P/E (19.2x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMAT PFE
Current Price $603.04 $25.22
Fair Value Estimate $331.67 $25.92
Upside to Fair Value -45.0% +2.8%
Market Cap $478.8B $143.7B
Forward P/E 56.4x 19.2x
EV / EBITDA 43.0x 12.3x
Price / Sales 16.5x 2.3x
Price / FCF 80.3x 15.2x
Revenue Growth YoY +11.4% +5.4%
Gross Margin 49.0% 69.3%
Operating Margin 29.5% 23.4%
Return on Equity 39.8% 8.4%
Dividend Yield 0% 0%
FCF Yield 1.25% 6.6%
Analyst Consensus Strong Buy Hold
Investment Thesis
AMAT — Applied Materials, Inc.
Applied Materials, Inc. is a leading semiconductor equipment company with a strong competitive moat in multiple wafer fab equipment segments, driven by its scale, infrastructure, and technology leadership in AI-critical process steps. The company benefits from a seasoned management team led by CEO Gary Dickerson, who has over 12 years at the helm and a track record of strong revenue and profitabi…
PFE — Pfizer Inc.
Pfizer Inc. is a leading global biopharmaceutical company with a diversified portfolio dominated by its Biopharma prescription segment, which accounts for over 90% of revenue. The company benefits from a substantial scale, a broad product portfolio including top-selling drugs like Eliquis, Prevnar, and Paxlovid, and a strong manufacturing footprint. However, Pfizer faces challenges from declining…
Accumulation Zones
Metric AMAT PFE
Zone Low $248.75 $19.44
Zone High $281.92 $22.03
In Buy Zone? No No
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