AMAT vs GE: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
Applied Materials, Inc. · Technology
$603.04
-45.0% upside to fair value
Grade C
High Quality
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
GE has more upside to fair value
(-25.9%).
GE trades at a lower forward P/E
(42.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
GE |
| Current Price |
$603.04 |
$360.35 |
| Fair Value Estimate |
$331.67 |
$267.03 |
| Upside to Fair Value |
-45.0%
|
-25.9%
|
| Market Cap |
$478.8B |
$376.5B |
| Forward P/E |
56.4x
|
42.3x
|
| EV / EBITDA |
43.0x
|
33.4x
|
| Price / Sales |
16.5x
|
7.8x
|
| Price / FCF |
80.3x
|
50.5x
|
| Revenue Growth YoY |
+11.4%
|
+21.1%
|
| Gross Margin |
49.0%
|
36.1%
|
| Operating Margin |
29.5%
|
21.0%
|
| Return on Equity |
39.8%
|
46.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.25%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Applied Materials, Inc. is a leading semiconductor equipment company with a strong competitive moat in multiple wafer fab equipment segments, driven by its scale, infrastructure, and technology leadership in AI-critical process steps. The company benefits from a seasoned management team led by CEO Gary Dickerson, who has over 12 years at the helm and a track record of strong revenue and profitabi…
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
| Metric |
AMAT |
GE |
| Zone Low |
$248.75 |
$200.27 |
| Zone High |
$281.92 |
$226.98 |
| In Buy Zone? |
No
|
No
|