AMD vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
NVDA |
| Current Price |
$614.61 |
$225.07 |
| Fair Value Estimate |
$530.25 |
$326.35 |
| Upside to Fair Value |
-13.7%
|
+45.0%
|
| Market Cap |
$1,002.2B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
23.4x
|
| Price / Sales |
24.3x
|
18.0x
|
| Price / FCF |
119.3x
|
42.9x
|
| Revenue Growth YoY |
+50.1%
|
+105.9%
|
| Gross Margin |
53.2%
|
74.7%
|
| Operating Margin |
15.7%
|
65.2%
|
| Return on Equity |
10.1%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
0.84%
|
2.33%
|
| 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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
AMD |
NVDA |
| Zone Low |
$397.69 |
$244.76 |
| Zone High |
$450.71 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|