AMD vs JNJ: Which Is the Better Buy?

Side-by-side comparison of Advanced Micro Devices, Inc. and Johnson & Johnson β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Advanced Micro Devices, Inc. Β· Technology
$614.61
-13.7% upside to fair value
Med Conviction Grade C
VS
Johnson & Johnson Β· Healthcare
$270.68
+5.7% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
JNJ has more upside to fair value (+5.7%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMD JNJ
Current Price $614.61 $270.68
Fair Value Estimate $530.25 $286.05
Upside to Fair Value -13.7% +5.7%
Market Cap $1,002.2B $652.3B
Forward P/E β€” β€”
EV / EBITDA 93.4x 20.2x
Price / Sales 24.3x 6.7x
Price / FCF 119.3x 35.3x
Revenue Growth YoY +50.1% +6.6%
Gross Margin 53.2% 67.9%
Operating Margin 15.7% 26.8%
Return on Equity 10.1% 25.7%
Dividend Yield 0% 1.95%
FCF Yield 0.84% 2.83%
Analyst Consensus Strong Buy Buy
Investment Thesis
AMD β€” Advanced Micro Devices, Inc.
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…
JNJ β€” Johnson & Johnson
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
Metric AMD JNJ
Zone Low $397.69 $214.54
Zone High $450.71 $243.14
In Buy Zone? No No
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