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 2026-09-24.
Applied Materials, Inc. · Technology
$474.38
-3.5% upside to fair value
Med Conviction
Grade C
High Quality
VS
Pfizer Inc. · Healthcare
$27.64
+12.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
PFE has more upside to fair value
(+12.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
PFE |
| Current Price |
$474.38 |
$27.64 |
| Fair Value Estimate |
$457.95 |
$30.94 |
| Upside to Fair Value |
-3.5%
|
+12.0%
|
| Market Cap |
$376.6B |
$157.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
17.4x
|
| Price / Sales |
12.2x
|
2.5x
|
| Price / FCF |
67.0x
|
14.3x
|
| Revenue Growth YoY |
+24.8%
|
+2.6%
|
| Gross Margin |
49.4%
|
71.3%
|
| Operating Margin |
30.5%
|
25.1%
|
| Return on Equity |
40.4%
|
4.9%
|
| Dividend Yield |
0.42% |
6.22% |
| FCF Yield |
1.49%
|
6.97%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Pfizer is a global biopharmaceutical leader with a portfolio spanning cardiovascular, oncology, vaccines, immunology, and rare disease, anchored by Eliquis, the Prevnar family, Vyndaqel, Ibrance, Xtandi, Comirnaty, and Paxlovid, and supported by roughly 75,000 employees and a contract manufacturing division. Business quality is medium rather than high: TTM gross margin of 71.3% and TTM operating …
Accumulation Zones
| Metric |
AMAT |
PFE |
| Zone Low |
$343.46 |
$23.21 |
| Zone High |
$389.26 |
$26.30 |
| In Buy Zone? |
No
|
No
|