AMD vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Super Micro Computer, 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
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
SMCI has more upside to fair value
(-4.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
SMCI |
| Current Price |
$614.61 |
$43.26 |
| Fair Value Estimate |
$530.25 |
$41.44 |
| Upside to Fair Value |
-13.7%
|
-4.2%
|
| Market Cap |
$1,002.2B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
8.9x
|
| Price / Sales |
24.3x
|
0.7x
|
| Price / FCF |
119.3x
|
—
|
| Revenue Growth YoY |
+50.1%
|
+93.2%
|
| Gross Margin |
53.2%
|
10.8%
|
| Operating Margin |
15.7%
|
7.1%
|
| Return on Equity |
10.1%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.84%
|
—
|
| 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…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
AMD |
SMCI |
| Zone Low |
$397.69 |
$31.08 |
| Zone High |
$450.71 |
$35.22 |
| In Buy Zone? |
No
|
No
|