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 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
Pfizer Inc. · Healthcare
$26.33
+28.6% upside to fair value
Grade B
QuantHub Verdict
PFE has more upside to fair value
(+28.6%).
PFE trades at a lower forward P/E
(19.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
PFE |
| Current Price |
$406.91 |
$26.33 |
| Fair Value Estimate |
$358.00 |
$33.85 |
| Upside to Fair Value |
-12.0%
|
+28.6%
|
| Market Cap |
$322.9B |
$149.8B |
| Forward P/E |
30.3x
|
19.3x
|
| EV / EBITDA |
30.2x
|
12.9x
|
| Price / Sales |
10.2x
|
2.4x
|
| Price / FCF |
51.6x
|
16.5x
|
| Revenue Growth YoY |
+11.0%
|
-1.2%
|
| Gross Margin |
49.9%
|
70.3%
|
| Operating Margin |
31.9%
|
24.7%
|
| Return on Equity |
47.0%
|
8.7%
|
| Dividend Yield |
0.45% |
0% |
| FCF Yield |
1.94%
|
6.06%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Pfizer Inc. is a leading global pharmaceutical company specializing in drug manufacturing with a strong presence in vaccines, oncology, and primary care. The company benefits from a seasoned leadership team under CEO Albert Bourla, who has driven a strategic transformation focusing on science-driven innovation and portfolio optimization. Despite a high gross margin of 70.3% and solid operating ma…
Accumulation Zones
| Metric |
AMAT |
PFE |
| Zone Low |
$268.50 |
$25.39 |
| Zone High |
$304.30 |
$28.77 |
| In Buy Zone? |
No
|
Yes
|