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 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
GE Aerospace · Industrials
$284.60
-24.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMAT has more upside to fair value
(-12.0%).
AMAT trades at a lower forward P/E
(30.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
GE |
| Current Price |
$406.91 |
$284.60 |
| Fair Value Estimate |
$358.00 |
$216.30 |
| Upside to Fair Value |
-12.0%
|
-24.0%
|
| Market Cap |
$322.9B |
$297.4B |
| Forward P/E |
30.3x
|
34.1x
|
| EV / EBITDA |
30.2x
|
27.9x
|
| Price / Sales |
10.2x
|
6.2x
|
| Price / FCF |
51.6x
|
39.8x
|
| Revenue Growth YoY |
+11.0%
|
+24.7%
|
| Gross Margin |
49.9%
|
34.8%
|
| Operating Margin |
31.9%
|
18.5%
|
| Return on Equity |
47.0%
|
46.4%
|
| Dividend Yield |
0.45% |
0% |
| FCF Yield |
1.94%
|
2.51%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Applied Materials is the world's leading semiconductor and display equipment company, and the May 14 Q2 fiscal 2026 print materially strengthened the operating story. Revenue grew 11 percent year over year to a record $7.91 billion, non-GAAP earnings per share of $2.86 beat consensus of $2.68, and management guided Q3 to a record $8.95 billion in revenue with non-GAAP earnings per share of $3.36 …
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
| Metric |
AMAT |
GE |
| Zone Low |
$268.50 |
$162.23 |
| Zone High |
$304.30 |
$183.86 |
| In Buy Zone? |
No
|
No
|