AMD vs GOOGL: 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 2026-09-25.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
GOOGL |
| Current Price |
$614.61 |
$342.36 |
| Fair Value Estimate |
$530.25 |
$399.26 |
| Upside to Fair Value |
-13.7%
|
+16.6%
|
| Market Cap |
$1,002.2B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
12.9x
|
| Price / Sales |
24.3x
|
9.3x
|
| Price / FCF |
119.3x
|
78.1x
|
| 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% |
0.25% |
| FCF Yield |
0.84%
|
1.28%
|
| 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 is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
AMD |
GOOGL |
| Zone Low |
$397.69 |
$299.44 |
| Zone High |
$450.71 |
$339.37 |
| In Buy Zone? |
No
|
No
|