AMD vs BA: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and The Boeing Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-07.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
BA trades at a lower forward P/E
(96.9x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
BA |
| Current Price |
$555.79 |
$234.54 |
| Fair Value Estimate |
$689.29 |
$340.08 |
| Upside to Fair Value |
+24.0%
|
+45.0%
|
| Market Cap |
$906.3B |
$184.9B |
| Forward P/E |
177.7x
|
96.9x
|
| EV / EBITDA |
110.2x
|
30.4x
|
| Price / Sales |
24.1x
|
2.0x
|
| Price / FCF |
105.3x
|
-177.6x
|
| Revenue Growth YoY |
+37.8%
|
+14.0%
|
| Gross Margin |
50.3%
|
4.8%
|
| Operating Margin |
11.7%
|
-5.9%
|
| Return on Equity |
8.1%
|
-8723.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Accumulation Zones
| Metric |
AMD |
BA |
| Zone Low |
$516.97 |
$255.06 |
| Zone High |
$585.90 |
$289.07 |
| In Buy Zone? |
Yes
|
Yes
|