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 2026-07-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
NVIDIA Corporation · Technology
$210.69
+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
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
NVDA |
| Current Price |
$555.79 |
$210.69 |
| Fair Value Estimate |
$689.29 |
$305.50 |
| Upside to Fair Value |
+24.0%
|
+45.0%
|
| Market Cap |
$906.3B |
$5,103.1B |
| Forward P/E |
177.7x
|
32.1x
|
| EV / EBITDA |
110.2x
|
26.5x
|
| Price / Sales |
24.1x
|
20.1x
|
| Price / FCF |
105.3x
|
42.9x
|
| Revenue Growth YoY |
+37.8%
|
+85.2%
|
| Gross Margin |
50.3%
|
74.1%
|
| Operating Margin |
11.7%
|
64.0%
|
| Return on Equity |
8.1%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
AMD |
NVDA |
| Zone Low |
$516.97 |
$229.12 |
| Zone High |
$585.90 |
$259.68 |
| In Buy Zone? |
Yes
|
Yes
|