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 2026-05-09.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
TTD |
| Current Price |
$341.54 |
$23.08 |
| Fair Value Estimate |
$472.05 |
$33.47 |
| Upside to Fair Value |
+38.2%
|
+45.0%
|
| Market Cap |
$556.9B |
$10.8B |
| Forward P/E |
128.4x
|
25.3x
|
| EV / EBITDA |
76.3x
|
14.3x
|
| Price / Sales |
16.1x
|
3.6x
|
| Price / FCF |
82.7x
|
13.0x
|
| Revenue Growth YoY |
+34.1%
|
+11.8%
|
| Gross Margin |
49.5%
|
77.8%
|
| Operating Margin |
10.7%
|
20.3%
|
| Return on Equity |
7.2%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
7.71%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
AMD |
TTD |
| Zone Low |
$354.04 |
$25.10 |
| Zone High |
$401.24 |
$28.45 |
| In Buy Zone? |
Yes
|
Yes
|