AMD vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
JNJ |
| Current Price |
$341.54 |
$230.69 |
| Fair Value Estimate |
$472.05 |
$255.61 |
| Upside to Fair Value |
+38.2%
|
+10.8%
|
| Market Cap |
$556.9B |
$555.9B |
| Forward P/E |
128.4x
|
26.8x
|
| EV / EBITDA |
76.3x
|
18.5x
|
| Price / Sales |
16.1x
|
5.8x
|
| Price / FCF |
82.7x
|
28.2x
|
| Revenue Growth YoY |
+34.1%
|
+9.9%
|
| Gross Margin |
49.5%
|
69.1%
|
| Operating Margin |
10.7%
|
26.9%
|
| Return on Equity |
7.2%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
3.54%
|
| 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 …
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
AMD |
JNJ |
| Zone Low |
$354.04 |
$191.71 |
| Zone High |
$401.24 |
$217.27 |
| In Buy Zone? |
Yes
|
No
|