AMD vs NOW: Which Is the Better Buy?

Side-by-side comparison of Advanced Micro Devices, Inc. and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-18.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
ServiceNow, Inc. · Technology
$103.24
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NOW has more upside to fair value (+45.0%). NOW trades at a lower forward P/E (61.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMD NOW
Current Price $555.79 $103.24
Fair Value Estimate $689.29 $149.70
Upside to Fair Value +24.0% +45.0%
Market Cap $906.3B $106.5B
Forward P/E 177.7x 61.1x
EV / EBITDA 110.2x 32.9x
Price / Sales 24.1x 7.6x
Price / FCF 105.3x 23.0x
Revenue Growth YoY +37.8% +22.1%
Gross Margin 50.3% 76.6%
Operating Margin 11.7% 13.4%
Return on Equity 8.1% 15.0%
Dividend Yield 0% 0%
FCF Yield 0.95% 4.35%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMD — Advanced Micro Devices, Inc.
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…
NOW — ServiceNow, Inc.
ServiceNow, Inc. operates in the technology sector specializing in software applications, delivering high-quality enterprise cloud solutions with a durable competitive moat evidenced by a 15% return on equity and strong gross margins of 76.6%. The company is currently in an investing growth phase with 22.1% revenue growth in the most recent quarter, although earnings growth is modest at 2.0%. Des…
Accumulation Zones
Metric AMD NOW
Zone Low $516.97 $112.27
Zone High $585.90 $127.24
In Buy Zone? Yes Yes
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