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 2026-09-26.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
PLTR |
| Current Price |
$614.61 |
$189.67 |
| Fair Value Estimate |
$530.25 |
$194.30 |
| Upside to Fair Value |
-13.7%
|
+2.4%
|
| Market Cap |
$1,002.2B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
139.9x
|
| Price / Sales |
24.3x
|
70.7x
|
| Price / FCF |
119.3x
|
135.3x
|
| Revenue Growth YoY |
+50.1%
|
+92.8%
|
| Gross Margin |
53.2%
|
84.8%
|
| Operating Margin |
15.7%
|
42.8%
|
| Return on Equity |
10.1%
|
37.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.84%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
AMD |
PLTR |
| Zone Low |
$397.69 |
$145.73 |
| Zone High |
$450.71 |
$165.16 |
| In Buy Zone? |
No
|
No
|