AMD vs TMO: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Thermo Fisher Scientific Inc. — 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
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
TMO trades at a lower forward P/E
(25.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
TMO |
| Current Price |
$555.79 |
$464.61 |
| Fair Value Estimate |
$689.29 |
$498.27 |
| Upside to Fair Value |
+24.0%
|
+7.2%
|
| Market Cap |
$906.3B |
$172.7B |
| Forward P/E |
177.7x
|
25.2x
|
| EV / EBITDA |
110.2x
|
19.1x
|
| Price / Sales |
24.1x
|
3.8x
|
| Price / FCF |
105.3x
|
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 |
0.95%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
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. …
Accumulation Zones
| Metric |
AMD |
TMO |
| Zone Low |
$516.97 |
$373.70 |
| Zone High |
$585.90 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|