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 2026-07-15.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
JNJ |
| Current Price |
$555.79 |
$253.85 |
| Fair Value Estimate |
$689.29 |
$198.76 |
| Upside to Fair Value |
+24.0%
|
-21.7%
|
| Market Cap |
$906.3B |
$611.1B |
| Forward P/E |
177.7x
|
29.3x
|
| EV / EBITDA |
110.2x
|
19.2x
|
| Price / Sales |
24.1x
|
6.3x
|
| Price / FCF |
105.3x
|
34.3x
|
| Revenue Growth YoY |
+37.8%
|
+9.9%
|
| Gross Margin |
50.3%
|
69.1%
|
| Operating Margin |
11.7%
|
26.9%
|
| Return on Equity |
8.1%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
2.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
| Metric |
AMD |
JNJ |
| Zone Low |
$516.97 |
$149.07 |
| Zone High |
$585.90 |
$168.95 |
| In Buy Zone? |
Yes
|
No
|