AMD vs VRT: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
VRT |
| Current Price |
$614.61 |
$253.28 |
| Fair Value Estimate |
$530.25 |
$274.15 |
| Upside to Fair Value |
-13.7%
|
+8.2%
|
| Market Cap |
$1,002.2B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
38.8x
|
| Price / Sales |
24.3x
|
8.5x
|
| Price / FCF |
119.3x
|
33.3x
|
| Revenue Growth YoY |
+50.1%
|
+24.1%
|
| Gross Margin |
53.2%
|
37.5%
|
| Operating Margin |
15.7%
|
19.1%
|
| Return on Equity |
10.1%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
0.84%
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
AMD |
VRT |
| Zone Low |
$397.69 |
$205.61 |
| Zone High |
$450.71 |
$233.03 |
| In Buy Zone? |
No
|
No
|