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 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
BA trades at a lower forward P/E
(74.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
BA |
| Current Price |
$278.26 |
$217.63 |
| Fair Value Estimate |
$391.00 |
$260.00 |
| Upside to Fair Value |
+40.5%
|
+19.5%
|
| Market Cap |
$453.7B |
$170.9B |
| Forward P/E |
104.6x
|
74.0x
|
| EV / EBITDA |
—
|
28.4x
|
| Price / Sales |
13.1x
|
1.9x
|
| Price / FCF |
67.4x
|
-88.2x
|
| Revenue Growth YoY |
+11.1%
|
+34.5%
|
| Gross Margin |
49.5%
|
4.8%
|
| Operating Margin |
10.7%
|
-6.1%
|
| Return on Equity |
7.2%
|
41.0%
|
| Dividend Yield |
— |
0.2% |
| FCF Yield |
1.5%
|
-1.1%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Accumulation Zones
| Metric |
AMD |
BA |
| Zone Low |
$293.00 |
$195.00 |
| Zone High |
$332.00 |
$221.00 |
| In Buy Zone? |
Yes
|
Yes
|