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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
CRWD |
| Current Price |
$341.54 |
$436.32 |
| Fair Value Estimate |
$472.05 |
$587.16 |
| Upside to Fair Value |
+38.2%
|
+34.6%
|
| Market Cap |
$556.9B |
$110.7B |
| Forward P/E |
128.4x
|
-601.6x
|
| EV / EBITDA |
76.3x
|
951.5x
|
| Price / Sales |
16.1x
|
23.0x
|
| Price / FCF |
82.7x
|
89.3x
|
| Revenue Growth YoY |
+34.1%
|
+23.3%
|
| Gross Margin |
49.5%
|
74.9%
|
| Operating Margin |
10.7%
|
-5.4%
|
| Return on Equity |
7.2%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
1.12%
|
| 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 …
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Accumulation Zones
| Metric |
AMD |
CRWD |
| Zone Low |
$354.04 |
$440.37 |
| Zone High |
$401.24 |
$499.09 |
| In Buy Zone? |
Yes
|
Yes
|