AMD vs COST: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Costco Wholesale Corporation — 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
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
COST trades at a lower forward P/E
(51.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
COST |
| Current Price |
$341.54 |
$999.89 |
| Fair Value Estimate |
$472.05 |
$793.02 |
| Upside to Fair Value |
+38.2%
|
-20.7%
|
| Market Cap |
$556.9B |
$443.6B |
| Forward P/E |
128.4x
|
51.9x
|
| EV / EBITDA |
76.3x
|
30.9x
|
| Price / Sales |
16.1x
|
1.6x
|
| Price / FCF |
82.7x
|
48.8x
|
| Revenue Growth YoY |
+34.1%
|
+9.2%
|
| Gross Margin |
49.5%
|
12.9%
|
| Operating Margin |
10.7%
|
3.8%
|
| Return on Equity |
7.2%
|
28.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
2.05%
|
| Analyst Consensus |
Buy
|
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 …
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
Accumulation Zones
| Metric |
AMD |
COST |
| Zone Low |
$354.04 |
$594.76 |
| Zone High |
$401.24 |
$674.07 |
| In Buy Zone? |
Yes
|
No
|