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 2026-07-16.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D High Quality
QuantHub Verdict
AMD has more upside to fair value (+24.0%). GE trades at a lower forward P/E (42.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMD GE
Current Price $555.79 $360.35
Fair Value Estimate $689.29 $267.03
Upside to Fair Value +24.0% -25.9%
Market Cap $906.3B $376.5B
Forward P/E 177.7x 42.3x
EV / EBITDA 110.2x 33.4x
Price / Sales 24.1x 7.8x
Price / FCF 105.3x 50.5x
Revenue Growth YoY +37.8% +21.1%
Gross Margin 50.3% 36.1%
Operating Margin 11.7% 21.0%
Return on Equity 8.1% 46.2%
Dividend Yield 0% 0%
FCF Yield 0.95% 1.98%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMD — Advanced Micro Devices, Inc.
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
GE — GE Aerospace
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
Metric AMD GE
Zone Low $516.97 $200.27
Zone High $585.90 $226.98
In Buy Zone? Yes No
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