AMD vs TTD: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
TTD |
| Current Price |
$614.61 |
$14.26 |
| Fair Value Estimate |
$530.25 |
$14.00 |
| Upside to Fair Value |
-13.7%
|
-1.8%
|
| Market Cap |
$1,002.2B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
7.5x
|
| Price / Sales |
24.3x
|
2.2x
|
| Price / FCF |
119.3x
|
7.8x
|
| Revenue Growth YoY |
+50.1%
|
+3.0%
|
| Gross Margin |
53.2%
|
83.0%
|
| Operating Margin |
15.7%
|
19.6%
|
| Return on Equity |
10.1%
|
16.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.84%
|
12.89%
|
| 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…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
AMD |
TTD |
| Zone Low |
$397.69 |
$10.50 |
| Zone High |
$450.71 |
$11.90 |
| In Buy Zone? |
No
|
No
|