AMD vs DELL: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Dell Technologies 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
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
DELL |
| Current Price |
$341.54 |
$196.55 |
| Fair Value Estimate |
$472.05 |
$285.00 |
| Upside to Fair Value |
+38.2%
|
+45.0%
|
| Market Cap |
$556.9B |
$132.7B |
| Forward P/E |
128.4x
|
21.6x
|
| EV / EBITDA |
76.3x
|
16.7x
|
| Price / Sales |
16.1x
|
1.2x
|
| Price / FCF |
82.7x
|
15.5x
|
| Revenue Growth YoY |
+34.1%
|
+23.6%
|
| Gross Margin |
49.5%
|
20.1%
|
| Operating Margin |
10.7%
|
7.2%
|
| Return on Equity |
7.2%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
6.45%
|
| Analyst Consensus |
Buy
|
Strong 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 …
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
Accumulation Zones
| Metric |
AMD |
DELL |
| Zone Low |
$354.04 |
$213.75 |
| Zone High |
$401.24 |
$242.25 |
| In Buy Zone? |
Yes
|
Yes
|