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 2026-05-05.
Advanced Micro Devices, Inc. Β· Technology
$341.54
+38.2% upside to fair value
Grade C High Quality
VS
GE Aerospace Β· Industrials
$284.60
-24.0% upside to fair value
Grade B High Quality
QuantHub Verdict
AMD has more upside to fair value (+38.2%). GE trades at a lower forward P/E (34.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMD GE
Current Price $341.54 $284.60
Fair Value Estimate $472.05 $216.30
Upside to Fair Value +38.2% -24.0%
Market Cap $556.9B $297.4B
Forward P/E 128.4x 34.1x
EV / EBITDA 76.3x 27.9x
Price / Sales 16.1x 6.2x
Price / FCF 82.7x 39.8x
Revenue Growth YoY +34.1% +24.7%
Gross Margin 49.5% 34.8%
Operating Margin 10.7% 18.5%
Return on Equity 7.2% 46.4%
Dividend Yield 0% 0%
FCF Yield 1.21% 2.51%
Analyst Consensus Buy Strong Buy
Investment Thesis
AMD β€” Advanced Micro Devices, Inc.
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 …
GE β€” GE Aerospace
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
Metric AMD GE
Zone Low $354.04 $162.23
Zone High $401.24 $183.86
In Buy Zone? Yes No
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