AMD vs AVGO: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Broadcom Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
AVGO trades at a lower forward P/E
(70.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
AVGO |
| Current Price |
$341.54 |
$371.59 |
| Fair Value Estimate |
$472.05 |
$204.37 |
| Upside to Fair Value |
+38.2%
|
-45.0%
|
| Market Cap |
$556.9B |
$1,761.8B |
| Forward P/E |
128.4x
|
70.7x
|
| EV / EBITDA |
76.3x
|
46.7x
|
| Price / Sales |
16.1x
|
25.9x
|
| Price / FCF |
82.7x
|
61.1x
|
| Revenue Growth YoY |
+34.1%
|
+7.2%
|
| Gross Margin |
49.5%
|
67.1%
|
| Operating Margin |
10.7%
|
40.9%
|
| Return on Equity |
7.2%
|
32.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
1.64%
|
| 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 …
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
Accumulation Zones
| Metric |
AMD |
AVGO |
| Zone Low |
$354.04 |
$153.28 |
| Zone High |
$401.24 |
$173.71 |
| In Buy Zone? |
Yes
|
No
|