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 2026-05-20.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Amazon.com, Inc. · Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
AMZN trades at a lower forward P/E
(26.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
AMZN |
| Current Price |
$341.54 |
$259.34 |
| Fair Value Estimate |
$472.05 |
$316.00 |
| Upside to Fair Value |
+38.2%
|
+21.8%
|
| Market Cap |
$556.9B |
$2,789.8B |
| Forward P/E |
128.4x
|
26.5x
|
| EV / EBITDA |
76.3x
|
16.8x
|
| Price / Sales |
16.1x
|
3.9x
|
| Price / FCF |
82.7x
|
—
|
| Revenue Growth YoY |
+34.1%
|
+17.0%
|
| Gross Margin |
49.5%
|
51.8%
|
| Operating Margin |
10.7%
|
13.1%
|
| Return on Equity |
7.2%
|
21.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
-0.81%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
Accumulation Zones
| Metric |
AMD |
AMZN |
| Zone Low |
$354.04 |
$237.00 |
| Zone High |
$401.24 |
$268.60 |
| In Buy Zone? |
Yes
|
Yes
|