AMD vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and CoreWeave, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
CRWV has more upside to fair value
(+24.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
CRWV |
| Current Price |
$555.79 |
$89.89 |
| Fair Value Estimate |
$689.29 |
$112.00 |
| Upside to Fair Value |
+24.0%
|
+24.6%
|
| Market Cap |
$906.3B |
$49.0B |
| Forward P/E |
177.7x
|
—
|
| EV / EBITDA |
110.2x
|
26.6x
|
| Price / Sales |
24.1x
|
7.9x
|
| Price / FCF |
105.3x
|
—
|
| Revenue Growth YoY |
+37.8%
|
+111.6%
|
| Gross Margin |
50.3%
|
69.4%
|
| Operating Margin |
11.7%
|
-2.6%
|
| Return on Equity |
8.1%
|
-33.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
-21.6%
|
| 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…
CoreWeave is the leading neocloud, a GPU-specialized cloud infrastructure provider built to serve the compute-hungry demands of generative AI training and inference. Since its March 2025 IPO, revenue has scaled roughly 112% year over year to $2.08 billion in the first quarter of 2026, backed by a $99.4 billion contracted revenue backlog and marquee agreements with Microsoft, OpenAI, Meta, Anthrop…
Accumulation Zones
| Metric |
AMD |
CRWV |
| Zone Low |
$516.97 |
$84.00 |
| Zone High |
$585.90 |
$95.00 |
| In Buy Zone? |
Yes
|
Yes
|