AMD vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
CRWD |
| Current Price |
$278.26 |
$449.61 |
| Fair Value Estimate |
$391.00 |
$926.44 |
| Upside to Fair Value |
+40.5%
|
+106.1%
|
| Market Cap |
$453.7B |
$114.0B |
| Forward P/E |
104.6x
|
-619.9x
|
| EV / EBITDA |
—
|
981.7x
|
| Price / Sales |
13.1x
|
23.7x
|
| Price / FCF |
67.4x
|
92.0x
|
| Revenue Growth YoY |
+11.1%
|
+23.3%
|
| Gross Margin |
49.5%
|
74.9%
|
| Operating Margin |
10.7%
|
-5.4%
|
| Return on Equity |
7.2%
|
-4.7%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.5%
|
1.09%
|
| Analyst Consensus |
Strong Buy
|
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…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
| Metric |
AMD |
CRWD |
| Zone Low |
$293.00 |
$694.83 |
| Zone High |
$332.00 |
$787.47 |
| In Buy Zone? |
Yes
|
Yes
|