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 2026-05-20.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
HD |
| Current Price |
$341.54 |
$302.44 |
| Fair Value Estimate |
$472.05 |
$369.00 |
| Upside to Fair Value |
+38.2%
|
+22.0%
|
| Market Cap |
$556.9B |
$301.2B |
| Forward P/E |
128.4x
|
20.5x
|
| EV / EBITDA |
76.3x
|
16.5x
|
| Price / Sales |
16.1x
|
2.0x
|
| Price / FCF |
82.7x
|
26.6x
|
| Revenue Growth YoY |
+34.1%
|
+4.8%
|
| Gross Margin |
49.5%
|
33.3%
|
| Operating Margin |
10.7%
|
12.7%
|
| Return on Equity |
7.2%
|
110.5%
|
| Dividend Yield |
0% |
2.72% |
| FCF Yield |
1.21%
|
3.75%
|
| Analyst Consensus |
Buy
|
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 …
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
Accumulation Zones
| Metric |
AMD |
HD |
| Zone Low |
$354.04 |
$276.75 |
| Zone High |
$401.24 |
$313.65 |
| In Buy Zone? |
Yes
|
Yes
|