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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
GOOG trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
GOOG |
| Current Price |
$341.54 |
$339.40 |
| Fair Value Estimate |
$472.05 |
$318.47 |
| Upside to Fair Value |
+38.2%
|
-6.2%
|
| Market Cap |
$556.9B |
$4,105.7B |
| Forward P/E |
128.4x
|
31.2x
|
| EV / EBITDA |
76.3x
|
23.1x
|
| Price / Sales |
16.1x
|
10.3x
|
| Price / FCF |
82.7x
|
56.4x
|
| Revenue Growth YoY |
+34.1%
|
+11.3%
|
| Gross Margin |
49.5%
|
59.7%
|
| Operating Margin |
10.7%
|
32.0%
|
| Return on Equity |
7.2%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
1.77%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Accumulation Zones
| Metric |
AMD |
GOOG |
| Zone Low |
$354.04 |
$238.85 |
| Zone High |
$401.24 |
$270.70 |
| In Buy Zone? |
Yes
|
No
|