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 2026-05-07.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
AMD trades at a lower forward P/E
(128.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
PLTR |
| Current Price |
$341.54 |
$133.79 |
| Fair Value Estimate |
$472.05 |
$78.04 |
| Upside to Fair Value |
+38.2%
|
-41.7%
|
| Market Cap |
$556.9B |
$306.6B |
| Forward P/E |
128.4x
|
140.4x
|
| EV / EBITDA |
76.3x
|
151.4x
|
| Price / Sales |
16.1x
|
58.7x
|
| Price / FCF |
82.7x
|
114.0x
|
| Revenue Growth YoY |
+34.1%
|
+84.7%
|
| Gross Margin |
49.5%
|
84.1%
|
| Operating Margin |
10.7%
|
38.1%
|
| Return on Equity |
7.2%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
0.88%
|
| Analyst Consensus |
Buy
|
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 …
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
AMD |
PLTR |
| Zone Low |
$354.04 |
$58.53 |
| Zone High |
$401.24 |
$66.33 |
| In Buy Zone? |
Yes
|
No
|