AMD vs GE: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and GE Aerospace — 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
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
GE trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
GE |
| Current Price |
$278.26 |
$308.35 |
| Fair Value Estimate |
$391.00 |
$171.94 |
| Upside to Fair Value |
+40.5%
|
-44.2%
|
| Market Cap |
$453.7B |
$325.2B |
| Forward P/E |
104.6x
|
37.8x
|
| EV / EBITDA |
—
|
27.9x
|
| Price / Sales |
13.1x
|
7.2x
|
| Price / FCF |
67.4x
|
45.2x
|
| Revenue Growth YoY |
+11.1%
|
+18.5%
|
| Gross Margin |
49.5%
|
36.8%
|
| Operating Margin |
10.7%
|
19.1%
|
| Return on Equity |
7.2%
|
46.6%
|
| Dividend Yield |
— |
0.44% |
| FCF Yield |
1.5%
|
2.21%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
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 |
AMD |
GE |
| Zone Low |
$293.00 |
$128.96 |
| Zone High |
$332.00 |
$146.15 |
| In Buy Zone? |
Yes
|
No
|