AMAT vs PG: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and The Procter & Gamble Company — 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
The Procter & Gamble Company · Consumer Defensive
$143.45
+13.8% upside to fair value
Grade B
High Quality
QuantHub Verdict
PG has more upside to fair value
(+13.8%).
PG trades at a lower forward P/E
(20.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
PG |
| Current Price |
$412.79 |
$143.45 |
| Fair Value Estimate |
$169.16 |
$163.27 |
| Upside to Fair Value |
-59.0%
|
+13.8%
|
| Market Cap |
$327.6B |
$334.0B |
| Forward P/E |
41.8x
|
20.8x
|
| EV / EBITDA |
33.1x
|
15.4x
|
| Price / Sales |
11.7x
|
3.9x
|
| Price / FCF |
53.0x
|
22.2x
|
| Revenue Growth YoY |
-2.1%
|
+7.4%
|
| Gross Margin |
48.7%
|
50.3%
|
| Operating Margin |
29.1%
|
23.2%
|
| Return on Equity |
38.9%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.89%
|
4.5%
|
| Analyst Consensus |
Strong Buy
|
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…
The Procter & Gamble Company is a leading consumer defensive firm specializing in household and personal products with a diversified portfolio across fabric and home care, baby and family care, beauty, health care, and grooming segments. The business quality is high, supported by durable brands, strong margins with a 50.3% gross margin and 19.2% net margin, and consistent earnings growth evidence…
Accumulation Zones
| Metric |
AMAT |
PG |
| Zone Low |
$126.87 |
$122.45 |
| Zone High |
$143.79 |
$138.78 |
| In Buy Zone? |
No
|
No
|