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 2026-09-24.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
AMD has more upside to fair value
(-13.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
DELL |
| Current Price |
$614.61 |
$569.00 |
| Fair Value Estimate |
$530.25 |
$383.93 |
| Upside to Fair Value |
-13.7%
|
-32.5%
|
| Market Cap |
$1,002.2B |
$378.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
21.8x
|
| Price / Sales |
24.3x
|
2.5x
|
| Price / FCF |
119.3x
|
42.9x
|
| Revenue Growth YoY |
+50.1%
|
+57.7%
|
| Gross Margin |
53.2%
|
19.8%
|
| Operating Margin |
15.7%
|
9.6%
|
| Return on Equity |
10.1%
|
-574.6%
|
| Dividend Yield |
0% |
0.41% |
| FCF Yield |
0.84%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
| Metric |
AMD |
DELL |
| Zone Low |
$397.69 |
$287.95 |
| Zone High |
$450.71 |
$326.34 |
| In Buy Zone? |
No
|
No
|