AMD vs UNH: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+28.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
UNH |
| Current Price |
$614.61 |
$375.21 |
| Fair Value Estimate |
$530.25 |
$481.06 |
| Upside to Fair Value |
-13.7%
|
+28.2%
|
| Market Cap |
$1,002.2B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
15.0x
|
| Price / Sales |
24.3x
|
0.8x
|
| Price / FCF |
119.3x
|
14.4x
|
| Revenue Growth YoY |
+50.1%
|
+0.4%
|
| Gross Margin |
53.2%
|
22.5%
|
| Operating Margin |
15.7%
|
4.8%
|
| Return on Equity |
10.1%
|
14.6%
|
| Dividend Yield |
0% |
2.41% |
| FCF Yield |
0.84%
|
6.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
AMD |
UNH |
| Zone Low |
$397.69 |
$360.80 |
| Zone High |
$450.71 |
$408.90 |
| In Buy Zone? |
No
|
Yes
|