AMD vs SLB: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and SLB N.V. — 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
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
SLB |
| Current Price |
$278.26 |
$51.92 |
| Fair Value Estimate |
$391.00 |
$41.43 |
| Upside to Fair Value |
+40.5%
|
-20.2%
|
| Market Cap |
$453.7B |
$77.9B |
| Forward P/E |
104.6x
|
18.6x
|
| EV / EBITDA |
—
|
9.2x
|
| Price / Sales |
13.1x
|
2.2x
|
| Price / FCF |
67.4x
|
16.1x
|
| Revenue Growth YoY |
+11.1%
|
-1.6%
|
| Gross Margin |
49.5%
|
18.21%
|
| Operating Margin |
10.7%
|
15.28%
|
| Return on Equity |
7.2%
|
12.83%
|
| Dividend Yield |
— |
2.21% |
| FCF Yield |
1.5%
|
6.21%
|
| 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…
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
AMD |
SLB |
| Zone Low |
$293.00 |
$34.00 |
| Zone High |
$332.00 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|