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 2026-07-10.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
DIS |
| Current Price |
$555.79 |
$96.16 |
| Fair Value Estimate |
$689.29 |
$139.43 |
| Upside to Fair Value |
+24.0%
|
+45.0%
|
| Market Cap |
$906.3B |
$167.0B |
| Forward P/E |
177.7x
|
15.4x
|
| EV / EBITDA |
110.2x
|
10.8x
|
| Price / Sales |
24.1x
|
1.7x
|
| Price / FCF |
105.3x
|
23.5x
|
| Revenue Growth YoY |
+37.8%
|
+6.5%
|
| Gross Margin |
50.3%
|
37.2%
|
| Operating Margin |
11.7%
|
15.5%
|
| Return on Equity |
8.1%
|
10.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
4.26%
|
| 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…
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Accumulation Zones
| Metric |
AMD |
DIS |
| Zone Low |
$516.97 |
$104.57 |
| Zone High |
$585.90 |
$118.52 |
| In Buy Zone? |
Yes
|
Yes
|