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 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
UNH |
| Current Price |
$278.26 |
$304.33 |
| Fair Value Estimate |
$391.00 |
$430.00 |
| Upside to Fair Value |
+40.5%
|
+41.3%
|
| Market Cap |
$453.7B |
$276.2B |
| Forward P/E |
104.6x
|
15.1x
|
| EV / EBITDA |
—
|
14.3x
|
| Price / Sales |
13.1x
|
0.6x
|
| Price / FCF |
67.4x
|
17.2x
|
| Revenue Growth YoY |
+11.1%
|
+11.8%
|
| Gross Margin |
49.5%
|
18.5%
|
| Operating Margin |
10.7%
|
4.2%
|
| Return on Equity |
7.2%
|
12.7%
|
| Dividend Yield |
— |
2.9% |
| FCF Yield |
1.5%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
AMD |
UNH |
| Zone Low |
$293.00 |
$280.00 |
| Zone High |
$332.00 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|