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 2026-07-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
AVGO trades at a lower forward P/E
(61.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
AVGO |
| Current Price |
$555.79 |
$379.86 |
| Fair Value Estimate |
$689.29 |
$223.93 |
| Upside to Fair Value |
+24.0%
|
-41.0%
|
| Market Cap |
$906.3B |
$1,806.8B |
| Forward P/E |
177.7x
|
61.3x
|
| EV / EBITDA |
110.2x
|
44.1x
|
| Price / Sales |
24.1x
|
23.9x
|
| Price / FCF |
105.3x
|
55.2x
|
| Revenue Growth YoY |
+37.8%
|
+47.9%
|
| Gross Margin |
50.3%
|
67.0%
|
| Operating Margin |
11.7%
|
43.7%
|
| Return on Equity |
8.1%
|
36.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
1.81%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a business split nearly evenly between these two segments. The company benefits from a durable competitive moat driven by customer concentration in mission-critical infrastructure, high switching costs, and a broad portfolio spanning semiconductors and infrastructure software. Broadcom h…
Accumulation Zones
| Metric |
AMD |
AVGO |
| Zone Low |
$516.97 |
$167.95 |
| Zone High |
$585.90 |
$190.34 |
| In Buy Zone? |
Yes
|
No
|