AMD vs GE: Which Is the Better Buy?

Side-by-side comparison of Advanced Micro Devices, Inc. and GE Aerospace β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
Advanced Micro Devices, Inc. Β· Technology
$614.61
-13.7% upside to fair value
Med Conviction Grade C
VS
GE Aerospace Β· Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
GE has more upside to fair value (+3.4%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMD GE
Current Price $614.61 $312.90
Fair Value Estimate $530.25 $323.41
Upside to Fair Value -13.7% +3.4%
Market Cap $1,002.2B $324.6B
Forward P/E β€” β€”
EV / EBITDA 93.4x 27.4x
Price / Sales 24.3x 6.4x
Price / FCF 119.3x 38.7x
Revenue Growth YoY +50.1% +21.1%
Gross Margin 53.2% 35.4%
Operating Margin 15.7% 20.8%
Return on Equity 10.1% 49.0%
Dividend Yield 0% 0.53%
FCF Yield 0.84% 2.58%
Analyst Consensus Strong Buy Buy
Investment Thesis
AMD β€” Advanced Micro Devices, Inc.
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
GE β€” GE Aerospace
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Accumulation Zones
Metric AMD GE
Zone Low $397.69 $242.56
Zone High $450.71 $274.90
In Buy Zone? No No
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