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 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
HD |
| Current Price |
$278.26 |
$337.34 |
| Fair Value Estimate |
$391.00 |
$378.00 |
| Upside to Fair Value |
+40.5%
|
+12.1%
|
| Market Cap |
$453.7B |
$336.0B |
| Forward P/E |
104.6x
|
23.0x
|
| EV / EBITDA |
—
|
18.1x
|
| Price / Sales |
13.1x
|
2.3x
|
| Price / FCF |
67.4x
|
29.7x
|
| Revenue Growth YoY |
+11.1%
|
+3.2%
|
| Gross Margin |
49.5%
|
33.3%
|
| Operating Margin |
10.7%
|
12.7%
|
| Return on Equity |
7.2%
|
110.5%
|
| Dividend Yield |
— |
2.44% |
| FCF Yield |
1.5%
|
3.37%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Accumulation Zones
| Metric |
AMD |
HD |
| Zone Low |
$293.00 |
$285.00 |
| Zone High |
$332.00 |
$320.00 |
| In Buy Zone? |
Yes
|
No
|