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GLOBALFOUNDRIES vs STMicroelectronics N.V.: Which Stock Looks Stronger in 2026?

GLOBALFOUNDRIES holds the cleaner structural position, with the lead spread across valuation and profitability. STMicroelectronics does not offset that deficit through any equally strong structural edge elsewhere. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both valuation and profitability materially support the lead. The overall score gap is 33 points in favour of GLOBALFOUNDRIES Inc..

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. GFS and STMMI.MI share the same industry classification.

For a similarity-based comparison, see how GLOBALFOUNDRIES and STMicroelectronics each position within their functional peer groups in AssetNext.

Peer-Relative Score
GFS
GLOBALFOUNDRIES Inc.
46
Peer-Score
Signal qualityHigh
vs
STMMI.MI
STMicroelectronics N.V.
13
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing and operating quality both support the lead here.

Dimension spread: GFS vs STMMI.MI Profitability 37 2 Stability 46 43 Valuation 75 8 Growth 15 8 GFS STMMI.MI
Gap Ranking
#1 Valuation +67
#2 Profitability +35
#3 Growth +7
#4 Stability +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for GFS and STMMI.MI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer GFSSTMMI.MI Relative valuation Structural strength

GLOBALFOUNDRIES Inc. looks stronger both structurally and on relative valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Valuation
GLOBALFOUNDRIES Inc. ranks near the top of the group on valuation; STMicroelectronics N.V. sits in the weaker half.
Profitability
Both sit in the weaker half on profitability, with GLOBALFOUNDRIES Inc. still coming out ahead.
Valuation — Dominant Gap
GFS
75
STMMI.MI
8
Gap+67in favour of GFS

The multiple-based pricing edge comes from a forward P/E that is 2.3 turns lower.

What else supports the lead

Profitability gives the lead a second hard layer of support, with a 6.5-point operating margin advantage.

What this means for the comparison

The lead is built on both valuation and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the GFS vs STMMI.MI comparison across all dimensions with the full interactive tool.

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Similar valuation-driven comparisons

Explore how GFS and STMMI.MI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.