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 2026-04-18.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+40.5%).
VRT trades at a lower forward P/E
(88.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
VRT |
| Current Price |
$278.26 |
$307.34 |
| Fair Value Estimate |
$391.00 |
$272.65 |
| Upside to Fair Value |
+40.5%
|
-11.3%
|
| Market Cap |
$453.7B |
$117.6B |
| Forward P/E |
104.6x
|
88.2x
|
| EV / EBITDA |
—
|
55.3x
|
| Price / Sales |
13.1x
|
11.5x
|
| Price / FCF |
67.4x
|
61.2x
|
| Revenue Growth YoY |
+11.1%
|
+7.6%
|
| Gross Margin |
49.5%
|
34.8%
|
| Operating Margin |
10.7%
|
18.2%
|
| Return on Equity |
7.2%
|
40.3%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.5%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
AMD |
VRT |
| Zone Low |
$293.00 |
$204.49 |
| Zone High |
$332.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|