AMD vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
QCOM trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
QCOM |
| Current Price |
$555.79 |
$226.11 |
| Fair Value Estimate |
$689.29 |
$201.84 |
| Upside to Fair Value |
+24.0%
|
-10.7%
|
| Market Cap |
$906.3B |
$238.3B |
| Forward P/E |
177.7x
|
24.3x
|
| EV / EBITDA |
110.2x
|
17.5x
|
| Price / Sales |
24.1x
|
5.4x
|
| Price / FCF |
105.3x
|
19.1x
|
| Revenue Growth YoY |
+37.8%
|
-3.5%
|
| Gross Margin |
50.3%
|
54.8%
|
| Operating Margin |
11.7%
|
25.5%
|
| Return on Equity |
8.1%
|
40.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
5.25%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despite…
Accumulation Zones
| Metric |
AMD |
QCOM |
| Zone Low |
$516.97 |
$151.38 |
| Zone High |
$585.90 |
$171.56 |
| In Buy Zone? |
Yes
|
No
|