AMD vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Oracle 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
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
ORCL |
| Current Price |
$555.79 |
$184.31 |
| Fair Value Estimate |
$689.29 |
$210.13 |
| Upside to Fair Value |
+24.0%
|
+14.0%
|
| Market Cap |
$906.3B |
$530.1B |
| Forward P/E |
177.7x
|
31.0x
|
| EV / EBITDA |
110.2x
|
20.4x
|
| Price / Sales |
24.1x
|
7.9x
|
| Price / FCF |
105.3x
|
-22.4x
|
| Revenue Growth YoY |
+37.8%
|
+20.6%
|
| Gross Margin |
50.3%
|
65.8%
|
| Operating Margin |
11.7%
|
30.8%
|
| Return on Equity |
8.1%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
AMD |
ORCL |
| Zone Low |
$516.97 |
$157.60 |
| Zone High |
$585.90 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|