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 2026-07-09.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
CRWD |
| Current Price |
$555.79 |
$191.12 |
| Fair Value Estimate |
$689.29 |
$253.64 |
| Upside to Fair Value |
+24.0%
|
+32.7%
|
| Market Cap |
$906.3B |
$194.6B |
| Forward P/E |
177.7x
|
-4023.6x
|
| EV / EBITDA |
110.2x
|
570.3x
|
| Price / Sales |
24.1x
|
38.2x
|
| Price / FCF |
105.3x
|
134.0x
|
| Revenue Growth YoY |
+37.8%
|
+25.6%
|
| Gross Margin |
50.3%
|
75.0%
|
| Operating Margin |
11.7%
|
-3.9%
|
| Return on Equity |
8.1%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
0.75%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
AMD |
CRWD |
| Zone Low |
$516.97 |
$190.23 |
| Zone High |
$585.90 |
$215.59 |
| In Buy Zone? |
Yes
|
Yes
|