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 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
Honeywell International Inc. · Industrials
$235.04
-9.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
HON trades at a lower forward P/E
(22.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
HON |
| Current Price |
$278.26 |
$235.04 |
| Fair Value Estimate |
$391.00 |
$211.73 |
| Upside to Fair Value |
+40.5%
|
-9.9%
|
| Market Cap |
$453.7B |
$149.4B |
| Forward P/E |
104.6x
|
22.3x
|
| EV / EBITDA |
—
|
16.9x
|
| Price / Sales |
13.1x
|
4.0x
|
| Price / FCF |
67.4x
|
27.7x
|
| Revenue Growth YoY |
+11.1%
|
-2.7%
|
| Gross Margin |
49.5%
|
36.9%
|
| Operating Margin |
10.7%
|
17.7%
|
| Return on Equity |
7.2%
|
33.28%
|
| Dividend Yield |
— |
1.92% |
| FCF Yield |
1.5%
|
3.61%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
Accumulation Zones
| Metric |
AMD |
HON |
| Zone Low |
$293.00 |
$158.80 |
| Zone High |
$332.00 |
$179.97 |
| In Buy Zone? |
Yes
|
No
|