AMD vs WDC: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
WDC trades at a lower forward P/E
(27.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
WDC |
| Current Price |
$555.79 |
$519.17 |
| Fair Value Estimate |
$689.29 |
$370.00 |
| Upside to Fair Value |
+24.0%
|
-28.7%
|
| Market Cap |
$906.3B |
$178.9B |
| Forward P/E |
177.7x
|
27.8x
|
| EV / EBITDA |
110.2x
|
37.3x
|
| Price / Sales |
24.1x
|
13.9x
|
| Price / FCF |
105.3x
|
51.0x
|
| Revenue Growth YoY |
+37.8%
|
+35.7%
|
| Gross Margin |
50.3%
|
48.9%
|
| Operating Margin |
11.7%
|
34.9%
|
| Return on Equity |
8.1%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
0.95%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
AMD |
WDC |
| Zone Low |
$516.97 |
$278.00 |
| Zone High |
$585.90 |
$315.00 |
| In Buy Zone? |
Yes
|
No
|