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 2026-09-25.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
COST has more upside to fair value
(+24.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
COST |
| Current Price |
$614.61 |
$896.48 |
| Fair Value Estimate |
$530.25 |
$1,117.50 |
| Upside to Fair Value |
-13.7%
|
+24.7%
|
| Market Cap |
$1,002.2B |
$397.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
32.7x
|
| Price / Sales |
24.3x
|
1.3x
|
| Price / FCF |
119.3x
|
42.4x
|
| Revenue Growth YoY |
+50.1%
|
+11.1%
|
| Gross Margin |
53.2%
|
17.5%
|
| Operating Margin |
15.7%
|
3.9%
|
| Return on Equity |
10.1%
|
28.0%
|
| Dividend Yield |
0% |
0.62% |
| FCF Yield |
0.84%
|
2.36%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-com…
Accumulation Zones
| Metric |
AMD |
COST |
| Zone Low |
$397.69 |
$838.12 |
| Zone High |
$450.71 |
$949.88 |
| In Buy Zone? |
No
|
Yes
|