Applied Materials Inc vs Qnity Electronics Inc

Applied Materials Inc (AMAT) is overvalued and we do not publish a verdict for Qnity Electronics Inc (Q).

We publish an intrinsic value for AMAT but not for Q, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Applied Materials Inc (AMAT)

Discounting its cash flows at 12.0% (average of 3 methods) values the shares at $145.26; the price of $472.46 is 225% above that value, and 66% of that value comes from beyond year five.

Leak Score 73/100 on 10 of 12 signals

Qnity Electronics Inc (Q)

We do not publish a value for this company: it has no growth history of its own to project.

Leak Score 29/100 on 5 of 12 signals

MetricAMATQ
VerdictOvervaluedNot valued
Price$472.46$124.86
Intrinsic value$145.26
Margin of safety-225%
Leak Score73/100 (10/12)29/100 (5/12)
Market cap$374.9B$26.1B
Revenue growth, 5 years10.5%
Operating margin31.1%21.7%
Net margin30.0%11.3%
Return on equity41.1%6.4%
Debt to equity0.290.62
P/E40.7x44.7x
Forward P/E25.2x23.2x
P/B14.6x3.6x
Dividend yield0.4%0.2%

All stocks in Semiconductor Equipment & Materials