AMD vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Netflix, Inc. — 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
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
NFLX |
| Current Price |
$614.61 |
$76.41 |
| Fair Value Estimate |
$530.25 |
$110.00 |
| Upside to Fair Value |
-13.7%
|
+44.0%
|
| Market Cap |
$1,002.2B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
10.6x
|
| Price / Sales |
24.3x
|
6.6x
|
| Price / FCF |
119.3x
|
29.1x
|
| Revenue Growth YoY |
+50.1%
|
+13.4%
|
| Gross Margin |
53.2%
|
49.1%
|
| Operating Margin |
15.7%
|
29.7%
|
| Return on Equity |
10.1%
|
48.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.84%
|
3.44%
|
| 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…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
AMD |
NFLX |
| Zone Low |
$397.69 |
$82.50 |
| Zone High |
$450.71 |
$93.50 |
| In Buy Zone? |
No
|
Yes
|