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 2026-07-17.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Morgan Stanley · Financial Services
$218.37
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MS has more upside to fair value
(+45.0%).
MS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
MS |
| Current Price |
$555.79 |
$218.37 |
| Fair Value Estimate |
$689.29 |
$316.64 |
| Upside to Fair Value |
+24.0%
|
+45.0%
|
| Market Cap |
$906.3B |
$344.4B |
| Forward P/E |
177.7x
|
23.6x
|
| EV / EBITDA |
110.2x
|
9.8x
|
| Price / Sales |
24.1x
|
2.7x
|
| Price / FCF |
105.3x
|
-327.4x
|
| Revenue Growth YoY |
+37.8%
|
+22.4%
|
| Gross Margin |
50.3%
|
56.6%
|
| Operating Margin |
11.7%
|
28.4%
|
| Return on Equity |
8.1%
|
23.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Morgan Stanley is a leading global financial services firm specializing in capital markets, wealth management, and investment banking. The company demonstrates high business quality with a strong return on equity of 23.4% and robust revenue growth of 22.4% in the most recent quarter, alongside impressive earnings growth of 57.7% in the same period. Its gross margin of 56.6% and net margin of 20.2…
Accumulation Zones
| Metric |
AMD |
MS |
| Zone Low |
$516.97 |
$237.48 |
| Zone High |
$585.90 |
$269.14 |
| In Buy Zone? |
Yes
|
Yes
|