AMD vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Nebius Group N.V. — 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
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
NBIS |
| Current Price |
$614.61 |
$217.99 |
| Fair Value Estimate |
$530.25 |
$316.09 |
| Upside to Fair Value |
-13.7%
|
+45.0%
|
| Market Cap |
$1,002.2B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
56.8x
|
| Price / Sales |
24.3x
|
38.6x
|
| Price / FCF |
119.3x
|
—
|
| Revenue Growth YoY |
+50.1%
|
+454.0%
|
| Gross Margin |
53.2%
|
58.6%
|
| Operating Margin |
15.7%
|
-49.3%
|
| Return on Equity |
10.1%
|
0.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.84%
|
—
|
| 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…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
AMD |
NBIS |
| Zone Low |
$397.69 |
$237.07 |
| Zone High |
$450.71 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|