AMD vs GEV: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
GEV |
| Current Price |
$555.79 |
$1,014.75 |
| Fair Value Estimate |
$689.29 |
$850.00 |
| Upside to Fair Value |
+24.0%
|
-16.2%
|
| Market Cap |
$906.3B |
$270.3B |
| Forward P/E |
177.7x
|
34.3x
|
| EV / EBITDA |
110.2x
|
25.6x
|
| Price / Sales |
24.1x
|
6.6x
|
| Price / FCF |
105.3x
|
22.0x
|
| Revenue Growth YoY |
+37.8%
|
+15.0%
|
| Gross Margin |
50.3%
|
21.3%
|
| Operating Margin |
11.7%
|
5.9%
|
| Return on Equity |
8.1%
|
30.0%
|
| Dividend Yield |
0% |
0.17% |
| FCF Yield |
0.95%
|
4.5%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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 Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
Accumulation Zones
| Metric |
AMD |
GEV |
| Zone Low |
$516.97 |
$640.00 |
| Zone High |
$585.90 |
$723.00 |
| In Buy Zone? |
Yes
|
No
|