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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
The Boeing Company · Industrials
$231.28
+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
(83.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
BA |
| Current Price |
$341.54 |
$231.28 |
| Fair Value Estimate |
$472.05 |
$335.36 |
| Upside to Fair Value |
+38.2%
|
+45.0%
|
| Market Cap |
$556.9B |
$181.8B |
| Forward P/E |
128.4x
|
83.4x
|
| EV / EBITDA |
76.3x
|
30.8x
|
| Price / Sales |
16.1x
|
2.0x
|
| Price / FCF |
82.7x
|
776.7x
|
| Revenue Growth YoY |
+34.1%
|
+14.0%
|
| Gross Margin |
49.5%
|
4.8%
|
| Operating Margin |
10.7%
|
-5.9%
|
| Return on Equity |
7.2%
|
-8723.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
0.13%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Accumulation Zones
| Metric |
AMD |
BA |
| Zone Low |
$354.04 |
$251.52 |
| Zone High |
$401.24 |
$285.06 |
| In Buy Zone? |
Yes
|
Yes
|