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 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
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 |
$278.26 |
$371.59 |
| Fair Value Estimate |
$391.00 |
$186.35 |
| Upside to Fair Value |
+40.5%
|
-49.9%
|
| Market Cap |
$453.7B |
$1,761.8B |
| Forward P/E |
104.6x
|
70.7x
|
| EV / EBITDA |
—
|
46.7x
|
| Price / Sales |
13.1x
|
25.9x
|
| Price / FCF |
67.4x
|
61.1x
|
| Revenue Growth YoY |
+11.1%
|
+7.2%
|
| Gross Margin |
49.5%
|
67.1%
|
| Operating Margin |
10.7%
|
40.9%
|
| Return on Equity |
7.2%
|
32.9%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.5%
|
1.64%
|
| 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…
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 |
$293.00 |
$139.76 |
| Zone High |
$332.00 |
$158.40 |
| In Buy Zone? |
Yes
|
No
|