AMD vs AMZN: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Amazon.com, 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
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
AMZN trades at a lower forward P/E
(32.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
AMZN |
| Current Price |
$278.26 |
$238.12 |
| Fair Value Estimate |
$391.00 |
$379.40 |
| Upside to Fair Value |
+40.5%
|
+59.3%
|
| Market Cap |
$453.7B |
$2,556.2B |
| Forward P/E |
104.6x
|
32.8x
|
| EV / EBITDA |
—
|
15.9x
|
| Price / Sales |
13.1x
|
3.6x
|
| Price / FCF |
67.4x
|
332.2x
|
| Revenue Growth YoY |
+11.1%
|
+18.4%
|
| Gross Margin |
49.5%
|
50.3%
|
| Operating Margin |
10.7%
|
11.2%
|
| Return on Equity |
7.2%
|
21.9%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.5%
|
0.3%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Accumulation Zones
| Metric |
AMD |
AMZN |
| Zone Low |
$293.00 |
$284.55 |
| Zone High |
$332.00 |
$322.49 |
| In Buy Zone? |
Yes
|
Yes
|