AMD vs HON: Which Is the Better Buy?

Side-by-side comparison of Advanced Micro Devices, Inc. and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-14.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D High Quality
QuantHub Verdict
AMD has more upside to fair value (+24.0%). HON trades at a lower forward P/E (15.7x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMD HON
Current Price $555.79 $222.25
Fair Value Estimate $689.29 $210.05
Upside to Fair Value +24.0% -5.5%
Market Cap $906.3B $70.4B
Forward P/E 177.7x 15.7x
EV / EBITDA 110.2x 13.1x
Price / Sales 24.1x 1.9x
Price / FCF 105.3x 17.1x
Revenue Growth YoY +37.8% -6.9%
Gross Margin 50.3% 36.9%
Operating Margin 11.7% 14.9%
Return on Equity 8.1% 23.6%
Dividend Yield 0% 0%
FCF Yield 0.95% 5.84%
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…
HON — Honeywell International Inc.
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
Accumulation Zones
Metric AMD HON
Zone Low $516.97 $157.54
Zone High $585.90 $178.54
In Buy Zone? Yes No
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