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 2026-07-10.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
DELL |
| Current Price |
$555.79 |
$450.22 |
| Fair Value Estimate |
$689.29 |
$391.48 |
| Upside to Fair Value |
+24.0%
|
-13.0%
|
| Market Cap |
$906.3B |
$299.1B |
| Forward P/E |
177.7x
|
35.2x
|
| EV / EBITDA |
110.2x
|
22.9x
|
| Price / Sales |
24.1x
|
2.2x
|
| Price / FCF |
105.3x
|
31.7x
|
| Revenue Growth YoY |
+37.8%
|
+87.5%
|
| Gross Margin |
50.3%
|
19.2%
|
| Operating Margin |
11.7%
|
8.0%
|
| Return on Equity |
8.1%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
3.16%
|
| 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…
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Accumulation Zones
| Metric |
AMD |
DELL |
| Zone Low |
$516.97 |
$293.61 |
| Zone High |
$585.90 |
$332.76 |
| In Buy Zone? |
Yes
|
No
|