AMD vs PANW: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Palo Alto Networks, Inc. — 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
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-5.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
PANW |
| Current Price |
$614.61 |
$374.74 |
| Fair Value Estimate |
$530.25 |
$355.11 |
| Upside to Fair Value |
-13.7%
|
-5.2%
|
| Market Cap |
$1,002.2B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
569.8x
|
| Price / Sales |
24.3x
|
26.6x
|
| Price / FCF |
119.3x
|
64.0x
|
| Revenue Growth YoY |
+50.1%
|
+34.4%
|
| Gross Margin |
53.2%
|
70.4%
|
| Operating Margin |
15.7%
|
6.1%
|
| Return on Equity |
10.1%
|
1.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.84%
|
1.56%
|
| 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…
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
AMD |
PANW |
| Zone Low |
$397.69 |
$266.33 |
| Zone High |
$450.71 |
$301.84 |
| In Buy Zone? |
No
|
No
|