AMAT vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
AMAT has more upside to fair value
(-3.5%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
VRTV |
| Current Price |
$474.38 |
$169.99 |
| Fair Value Estimate |
$457.95 |
$93.49 |
| Upside to Fair Value |
-3.5%
|
-45.0%
|
| Market Cap |
$376.6B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
5.4x
|
| Price / Sales |
12.2x
|
0.4x
|
| Price / FCF |
67.0x
|
10.4x
|
| Revenue Growth YoY |
+24.8%
|
-19.0%
|
| Gross Margin |
49.4%
|
22.7%
|
| Operating Margin |
30.5%
|
5.9%
|
| Return on Equity |
40.4%
|
48.6%
|
| Dividend Yield |
0.42% |
1.48% |
| FCF Yield |
1.49%
|
9.57%
|
| 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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
AMAT |
VRTV |
| Zone Low |
$343.46 |
$70.12 |
| Zone High |
$389.26 |
$79.47 |
| In Buy Zone? |
No
|
No
|