AMD vs DIS: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and The Walt Disney Company — 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
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
DIS |
| Current Price |
$614.61 |
$103.49 |
| Fair Value Estimate |
$530.25 |
$136.94 |
| Upside to Fair Value |
-13.7%
|
+32.3%
|
| Market Cap |
$1,002.2B |
$179.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
9.5x
|
| Price / Sales |
24.3x
|
1.8x
|
| Price / FCF |
119.3x
|
21.7x
|
| Revenue Growth YoY |
+50.1%
|
+6.8%
|
| Gross Margin |
53.2%
|
37.6%
|
| Operating Margin |
15.7%
|
16.0%
|
| Return on Equity |
10.1%
|
7.9%
|
| Dividend Yield |
0% |
1.45% |
| FCF Yield |
0.84%
|
4.61%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Accumulation Zones
| Metric |
AMD |
DIS |
| Zone Low |
$397.69 |
$102.70 |
| Zone High |
$450.71 |
$116.40 |
| In Buy Zone? |
No
|
Yes
|