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 2026-07-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
AMD trades at a lower forward P/E
(177.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
PANW |
| Current Price |
$555.79 |
$287.78 |
| Fair Value Estimate |
$689.29 |
$296.19 |
| Upside to Fair Value |
+24.0%
|
+2.9%
|
| Market Cap |
$906.3B |
$196.1B |
| Forward P/E |
177.7x
|
248.9x
|
| EV / EBITDA |
110.2x
|
85.9x
|
| Price / Sales |
24.1x
|
18.5x
|
| Price / FCF |
105.3x
|
45.7x
|
| Revenue Growth YoY |
+37.8%
|
+31.1%
|
| Gross Margin |
50.3%
|
71.9%
|
| Operating Margin |
11.7%
|
9.6%
|
| Return on Equity |
8.1%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
2.19%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
AMD |
PANW |
| Zone Low |
$516.97 |
$222.14 |
| Zone High |
$585.90 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|