AMD vs TMO: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Thermo Fisher Scientific Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Advanced Micro Devices, Inc. ยท Technology
$537.37
+24.6% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. ยท Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.6%).
TMO trades at a lower forward P/E
(25.2x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
AMD |
TMO |
| Current Price |
$537.37 |
$464.61 |
| Fair Value Estimate |
$669.51 |
$498.27 |
| Upside to Fair Value |
+24.6%
|
+7.2%
|
| Market Cap |
$876.2B |
$172.7B |
| Forward P/E |
174.5x
|
25.2x
|
| EV / EBITDA |
108.2x
|
19.1x
|
| Price / Sales |
23.4x
|
3.8x
|
| Price / FCF |
102.2x
|
25.6x
|
| Revenue Growth YoY |
+37.8%
|
+6.2%
|
| Gross Margin |
50.3%
|
39.4%
|
| Operating Margin |
11.7%
|
17.8%
|
| Return on Equity |
8.1%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.98%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in CPUs and GPUs with a strong presence in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by advanced semiconductor process and architecture expertise, led by CEO Dr. Lisa Su. AMD is currently fairly valued with a market cap of approximately $12.57 billion aโฆ
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. โฆ
Accumulation Zones
| Metric |
AMD |
TMO |
| Zone Low |
$502.13 |
$373.70 |
| Zone High |
$569.08 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|