AMD vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
AMD trades at a lower forward P/E
(104.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
PLTR |
| Current Price |
$278.26 |
$142.76 |
| Fair Value Estimate |
$391.00 |
$108.00 |
| Upside to Fair Value |
+40.5%
|
-24.3%
|
| Market Cap |
$453.7B |
$327.1B |
| Forward P/E |
104.6x
|
209.7x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
13.1x
|
73.1x
|
| Price / FCF |
67.4x
|
155.7x
|
| Revenue Growth YoY |
+11.1%
|
+19.1%
|
| Gross Margin |
49.5%
|
82.4%
|
| Operating Margin |
10.7%
|
31.6%
|
| Return on Equity |
7.2%
|
25.7%
|
| Dividend Yield |
— |
— |
| FCF Yield |
1.5%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
AMD |
PLTR |
| Zone Low |
$293.00 |
$81.00 |
| Zone High |
$332.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|