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 2026-07-08.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
COST trades at a lower forward P/E
(47.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
COST |
| Current Price |
$555.79 |
$947.50 |
| Fair Value Estimate |
$689.29 |
$933.84 |
| Upside to Fair Value |
+24.0%
|
-1.4%
|
| Market Cap |
$906.3B |
$420.2B |
| Forward P/E |
177.7x
|
47.6x
|
| EV / EBITDA |
110.2x
|
28.3x
|
| Price / Sales |
24.1x
|
1.4x
|
| Price / FCF |
105.3x
|
47.7x
|
| Revenue Growth YoY |
+37.8%
|
+11.6%
|
| Gross Margin |
50.3%
|
12.9%
|
| Operating Margin |
11.7%
|
3.8%
|
| Return on Equity |
8.1%
|
28.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
2.1%
|
| Analyst Consensus |
Strong Buy
|
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…
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
Accumulation Zones
| Metric |
AMD |
COST |
| Zone Low |
$516.97 |
$700.38 |
| Zone High |
$585.90 |
$793.76 |
| In Buy Zone? |
Yes
|
No
|