AMD vs MA: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Mastercard Incorporated — 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
Mastercard Incorporated · Financial Services
$498.66
+22.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
MA trades at a lower forward P/E
(25.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
MA |
| Current Price |
$278.26 |
$498.66 |
| Fair Value Estimate |
$391.00 |
$610.00 |
| Upside to Fair Value |
+40.5%
|
+22.3%
|
| Market Cap |
$453.7B |
$445.0B |
| Forward P/E |
104.6x
|
25.5x
|
| EV / EBITDA |
—
|
22.4x
|
| Price / Sales |
13.1x
|
13.6x
|
| Price / FCF |
67.4x
|
26.0x
|
| Revenue Growth YoY |
+11.1%
|
+16.4%
|
| Gross Margin |
49.5%
|
83.4%
|
| Operating Margin |
10.7%
|
59.2%
|
| Return on Equity |
7.2%
|
198.4%
|
| Dividend Yield |
— |
0.65% |
| FCF Yield |
1.5%
|
3.84%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Mastercard operates one of the world's two dominant payment networks, processing over $9 trillion in gross dollar volume annually across 220+ countries. The business generates 83% gross margins and 46% net margins with zero credit risk because Mastercard never lends money, only collecting tolls on every transaction. Value-Added Services (analytics, fraud prevention, cybersecurity) now comprise 41…
Accumulation Zones
| Metric |
AMD |
MA |
| Zone Low |
$293.00 |
$460.00 |
| Zone High |
$332.00 |
$515.00 |
| In Buy Zone? |
Yes
|
Yes
|