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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
PANW trades at a lower forward P/E
(94.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
PANW |
| Current Price |
$341.54 |
$174.41 |
| Fair Value Estimate |
$472.05 |
$174.18 |
| Upside to Fair Value |
+38.2%
|
-0.1%
|
| Market Cap |
$556.9B |
$118.9B |
| Forward P/E |
128.4x
|
94.6x
|
| EV / EBITDA |
76.3x
|
52.3x
|
| Price / Sales |
16.1x
|
12.0x
|
| Price / FCF |
82.7x
|
29.2x
|
| Revenue Growth YoY |
+34.1%
|
+14.9%
|
| Gross Margin |
49.5%
|
73.5%
|
| Operating Margin |
10.7%
|
14.4%
|
| Return on Equity |
7.2%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
3.42%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
AMD |
PANW |
| Zone Low |
$354.04 |
$130.63 |
| Zone High |
$401.24 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|