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 2026-07-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
PLTR trades at a lower forward P/E
(133.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
PLTR |
| Current Price |
$555.79 |
$128.47 |
| Fair Value Estimate |
$689.29 |
$75.23 |
| Upside to Fair Value |
+24.0%
|
-41.4%
|
| Market Cap |
$906.3B |
$295.0B |
| Forward P/E |
177.7x
|
133.8x
|
| EV / EBITDA |
110.2x
|
124.7x
|
| Price / Sales |
24.1x
|
56.5x
|
| Price / FCF |
105.3x
|
109.7x
|
| Revenue Growth YoY |
+37.8%
|
+84.7%
|
| Gross Margin |
50.3%
|
84.1%
|
| Operating Margin |
11.7%
|
38.1%
|
| Return on Equity |
8.1%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
0.91%
|
| Analyst Consensus |
Strong Buy
|
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…
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
| Metric |
AMD |
PLTR |
| Zone Low |
$516.97 |
$56.42 |
| Zone High |
$585.90 |
$63.95 |
| In Buy Zone? |
Yes
|
No
|