AMD vs INTC: Which Is the Better Buy?

Side-by-side comparison of Advanced Micro Devices, Inc. and Intel Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-16.
Advanced Micro Devices, Inc. Β· Technology
$278.26
+40.5% upside to fair value
High Conviction Grade B+
VS
Intel Corporation Β· Technology
$68.50
-13.9% upside to fair value
High Conviction Grade D
QuantHub Verdict
AMD has more upside to fair value (+40.5%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMD INTC
Current Price $278.26 $68.50
Fair Value Estimate $391.00 $59.00
Upside to Fair Value +40.5% -13.9%
Market Cap $453.7B $343.9B
Forward P/E 104.6x -1245.8x
EV / EBITDA β€” β€”
Price / Sales 13.1x 6.5x
Price / FCF 67.4x -69.5x
Revenue Growth YoY +11.1% +0.2%
Gross Margin 49.5% 34.8%
Operating Margin 10.7% -4.2%
Return on Equity 7.2% -0.3%
Dividend Yield β€” β€”
FCF Yield 1.5% β€”
Analyst Consensus Strong Buy Hold
Investment Thesis
AMD β€” Advanced Micro Devices, Inc.
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…
INTC β€” Intel Corporation
Intel is a legacy semiconductor leader attempting an ambitious turnaround under new CEO Lip-Bu Tan, pivoting from a pure-play chipmaker to an integrated device manufacturer (IDM 2.0) with foundry ambitions. The business remains structurally challenged: PC market share is eroding, foundry execution is unproven, negative free cash flow persists, and margins are compressed. However, the stock trades…
Accumulation Zones
Metric AMD INTC
Zone Low $293.00 $44.00
Zone High $332.00 $50.00
In Buy Zone? Yes No
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