AMD vs MU: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
MU |
| Current Price |
$614.61 |
$1,080.53 |
| Fair Value Estimate |
$530.25 |
$1,124.98 |
| Upside to Fair Value |
-13.7%
|
+4.1%
|
| Market Cap |
$1,002.2B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
17.6x
|
| Price / Sales |
24.3x
|
13.5x
|
| Price / FCF |
119.3x
|
46.6x
|
| Revenue Growth YoY |
+50.1%
|
+345.7%
|
| Gross Margin |
53.2%
|
72.6%
|
| Operating Margin |
15.7%
|
65.7%
|
| Return on Equity |
10.1%
|
70.5%
|
| Dividend Yield |
0% |
0.05% |
| FCF Yield |
0.84%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
AMD |
MU |
| Zone Low |
$397.69 |
$843.74 |
| Zone High |
$450.71 |
$956.23 |
| In Buy Zone? |
No
|
No
|