AMD vs MAR: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
MAR trades at a lower forward P/E
(39.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
MAR |
| Current Price |
$278.26 |
$377.93 |
| Fair Value Estimate |
$391.00 |
$315.15 |
| Upside to Fair Value |
+40.5%
|
-16.6%
|
| Market Cap |
$453.7B |
$100.2B |
| Forward P/E |
104.6x
|
39.0x
|
| EV / EBITDA |
—
|
25.3x
|
| Price / Sales |
13.1x
|
3.8x
|
| Price / FCF |
67.4x
|
34.6x
|
| Revenue Growth YoY |
+11.1%
|
+3.1%
|
| Gross Margin |
49.5%
|
21.3%
|
| Operating Margin |
10.7%
|
15.8%
|
| Return on Equity |
7.2%
|
-79.9%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.5%
|
2.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
Accumulation Zones
| Metric |
AMD |
MAR |
| Zone Low |
$293.00 |
$236.36 |
| Zone High |
$332.00 |
$267.88 |
| In Buy Zone? |
Yes
|
No
|