AMD vs GOOG: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Alphabet 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
Alphabet Inc. · Communication Services
$334.98
+15.8% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
GOOG |
| Current Price |
$614.61 |
$334.98 |
| Fair Value Estimate |
$530.25 |
$387.82 |
| Upside to Fair Value |
-13.7%
|
+15.8%
|
| Market Cap |
$1,002.2B |
$4,065.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
12.7x
|
| Price / Sales |
24.3x
|
9.1x
|
| Price / FCF |
119.3x
|
76.4x
|
| Revenue Growth YoY |
+50.1%
|
+24.2%
|
| Gross Margin |
53.2%
|
60.9%
|
| Operating Margin |
15.7%
|
33.1%
|
| Return on Equity |
10.1%
|
50.8%
|
| Dividend Yield |
0% |
0.26% |
| FCF Yield |
0.84%
|
1.31%
|
| 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…
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
Accumulation Zones
| Metric |
AMD |
GOOG |
| Zone Low |
$397.69 |
$290.87 |
| Zone High |
$450.71 |
$329.65 |
| In Buy Zone? |
No
|
No
|