AMD vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Advanced Micro Devices, Inc. and NVIDIA Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-21.
Advanced Micro Devices, Inc. ยท Technology
$341.54
+38.2% upside to fair value
Grade C High Quality
VS
NVIDIA Corporation ยท Technology
$219.76
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NVDA has more upside to fair value (+45.0%). NVDA trades at a lower forward P/E (33.4x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AMD NVDA
Current Price $341.54 $219.76
Fair Value Estimate $472.05 $318.65
Upside to Fair Value +38.2% +45.0%
Market Cap $556.9B $5,322.7B
Forward P/E 128.4x 33.4x
EV / EBITDA 76.3x 27.6x
Price / Sales 16.1x 21.0x
Price / FCF 82.7x 44.7x
Revenue Growth YoY +34.1% +85.2%
Gross Margin 49.5% 74.1%
Operating Margin 10.7% 64.0%
Return on Equity 7.2% 111.7%
Dividend Yield 0% 0%
FCF Yield 1.21% 2.24%
Analyst Consensus Buy Strong Buy
Investment Thesis
AMD โ€” Advanced Micro Devices, Inc.
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the โ€ฆ
NVDA โ€” NVIDIA Corporation
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality iโ€ฆ
Accumulation Zones
Metric AMD NVDA
Zone Low $354.04 $238.99
Zone High $401.24 $270.85
In Buy Zone? Yes Yes
โ† AMD Research    NVDA Research โ†’    All Research