AMD vs MS: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Morgan Stanley · Financial Services
$206.27
+15.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MS has more upside to fair value
(+15.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
MS |
| Current Price |
$614.61 |
$206.27 |
| Fair Value Estimate |
$530.25 |
$239.00 |
| Upside to Fair Value |
-13.7%
|
+15.9%
|
| Market Cap |
$1,002.2B |
$325.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
23.5x
|
| Price / Sales |
24.3x
|
2.6x
|
| Price / FCF |
119.3x
|
—
|
| Revenue Growth YoY |
+50.1%
|
+22.4%
|
| Gross Margin |
53.2%
|
59.7%
|
| Operating Margin |
15.7%
|
20.7%
|
| Return on Equity |
10.1%
|
18.1%
|
| Dividend Yield |
0% |
2.01% |
| FCF Yield |
0.84%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
Morgan Stanley is a diversified capital-markets and wealth-management franchise spanning institutional securities, advisor-led and self-directed wealth, workplace services, and investment management. Business quality is solid but inherently cyclical: it combines $8.084 trillion of wealth client assets and $2.004 trillion of investment-management AUM/AUS with a strengthening 15.5% institutional pe…
Accumulation Zones
| Metric |
AMD |
MS |
| Zone Low |
$397.69 |
$179.25 |
| Zone High |
$450.71 |
$203.15 |
| In Buy Zone? |
No
|
No
|