AMD vs ASML: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and ASML Holding N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(-0.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
ASML |
| Current Price |
$614.61 |
$1,744.61 |
| Fair Value Estimate |
$530.25 |
$1,732.49 |
| Upside to Fair Value |
-13.7%
|
-0.7%
|
| Market Cap |
$1,002.2B |
$672.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
42.0x
|
| Price / Sales |
24.3x
|
19.0x
|
| Price / FCF |
119.3x
|
67.2x
|
| Revenue Growth YoY |
+50.1%
|
+21.3%
|
| Gross Margin |
53.2%
|
52.7%
|
| Operating Margin |
15.7%
|
35.4%
|
| Return on Equity |
10.1%
|
52.4%
|
| Dividend Yield |
0% |
0.51% |
| FCF Yield |
0.84%
|
1.49%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
ASML Holding N.V. is the Dutch semiconductor equipment maker that supplies lithography, metrology, and inspection systems, including the extreme ultraviolet (EUV) machines required to pattern the most advanced logic and memory chips, and it holds what current coverage describes as a near-monopoly on those EUV tools. The business quality is genuinely high: TTM gross margin of 52.7%, TTM operating …
Accumulation Zones
| Metric |
AMD |
ASML |
| Zone Low |
$397.69 |
$1,299.37 |
| Zone High |
$450.71 |
$1,472.62 |
| In Buy Zone? |
No
|
No
|