AMD vs JPM: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and JPMorgan Chase & Co. — 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
JPMorgan Chase & Co. · Financial Services
$309.87
-6.4% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
JPM |
| Current Price |
$278.26 |
$309.87 |
| Fair Value Estimate |
$391.00 |
$290.00 |
| Upside to Fair Value |
+40.5%
|
-6.4%
|
| Market Cap |
$453.7B |
$835.7B |
| Forward P/E |
104.6x
|
14.3x
|
| EV / EBITDA |
—
|
17.6x
|
| Price / Sales |
13.1x
|
3.0x
|
| Price / FCF |
67.4x
|
—
|
| Revenue Growth YoY |
+11.1%
|
+3.3%
|
| Gross Margin |
49.5%
|
59.99%
|
| Operating Margin |
10.7%
|
25.9%
|
| Return on Equity |
7.2%
|
15.95%
|
| Dividend Yield |
— |
1.9% |
| FCF Yield |
1.5%
|
—
|
| Analyst Consensus |
Strong Buy
|
Overweight
|
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…
JPMorgan Chase is the largest U.S. bank by assets ($4.4T) and the most diversified financial services franchise globally, operating across consumer banking, investment banking, commercial banking, and asset management. Under Jamie Dimon's two-decade leadership, the firm has consistently gained market share, delivered sector-leading ROE of 16%, and invested aggressively in technology ($17B+ annual…
Accumulation Zones
| Metric |
AMD |
JPM |
| Zone Low |
$293.00 |
$220.00 |
| Zone High |
$332.00 |
$250.00 |
| In Buy Zone? |
Yes
|
No
|