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 2026-04-22.
Applied Materials, Inc. · Technology
$394.33
-58.9% upside to fair value
Grade C
High Quality
VS
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
GE has more upside to fair value
(-44.2%).
GE trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
GE |
| Current Price |
$394.33 |
$308.35 |
| Fair Value Estimate |
$162.08 |
$171.94 |
| Upside to Fair Value |
-58.9%
|
-44.2%
|
| Market Cap |
$312.9B |
$325.2B |
| Forward P/E |
39.9x
|
37.8x
|
| EV / EBITDA |
31.6x
|
27.9x
|
| Price / Sales |
11.1x
|
7.2x
|
| Price / FCF |
50.5x
|
45.2x
|
| Revenue Growth YoY |
-2.1%
|
+18.5%
|
| Gross Margin |
48.7%
|
36.8%
|
| Operating Margin |
29.1%
|
19.1%
|
| Return on Equity |
38.9%
|
46.6%
|
| Dividend Yield |
0% |
0.44% |
| FCF Yield |
1.98%
|
2.21%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Applied Materials, Inc. is a leading global provider of semiconductor and display equipment, specializing in materials engineering solutions critical to chip manufacturing. The company benefits from a durable competitive moat supported by its market leadership, innovation engine with over 8,500 patents since 2013, and a strong management team led by CEO Gary E. Dickerson. Despite these strengths,…
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Accumulation Zones
| Metric |
AMAT |
GE |
| Zone Low |
$121.56 |
$128.96 |
| Zone High |
$137.77 |
$146.15 |
| In Buy Zone? |
No
|
No
|