AMD vs HD: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-13.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
HD trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
HD |
| Current Price |
$555.79 |
$343.30 |
| Fair Value Estimate |
$689.29 |
$462.14 |
| Upside to Fair Value |
+24.0%
|
+34.6%
|
| Market Cap |
$906.3B |
$342.3B |
| Forward P/E |
177.7x
|
24.3x
|
| EV / EBITDA |
110.2x
|
16.5x
|
| Price / Sales |
24.1x
|
2.0x
|
| Price / FCF |
105.3x
|
23.9x
|
| Revenue Growth YoY |
+37.8%
|
+4.8%
|
| Gross Margin |
50.3%
|
33.1%
|
| Operating Margin |
11.7%
|
12.4%
|
| Return on Equity |
8.1%
|
113.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
4.18%
|
| Analyst Consensus |
Strong Buy
|
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 Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
AMD |
HD |
| Zone Low |
$516.97 |
$346.61 |
| Zone High |
$585.90 |
$392.82 |
| In Buy Zone? |
Yes
|
Yes
|