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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
VRT trades at a lower forward P/E
(75.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
VRT |
| Current Price |
$341.54 |
$305.14 |
| Fair Value Estimate |
$472.05 |
$167.83 |
| Upside to Fair Value |
+38.2%
|
-45.0%
|
| Market Cap |
$556.9B |
$116.8B |
| Forward P/E |
128.4x
|
75.0x
|
| EV / EBITDA |
76.3x
|
50.1x
|
| Price / Sales |
16.1x
|
10.8x
|
| Price / FCF |
82.7x
|
50.5x
|
| Revenue Growth YoY |
+34.1%
|
+30.1%
|
| Gross Margin |
49.5%
|
36.2%
|
| Operating Margin |
10.7%
|
18.5%
|
| Return on Equity |
7.2%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
1.98%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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 …
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
AMD |
VRT |
| Zone Low |
$354.04 |
$125.87 |
| Zone High |
$401.24 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|