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AMD vs NVDA

Advanced Micro Devices vs NVIDIA Corporation — AI-powered side-by-side comparison
AMD
Advanced Micro Devices
63
Buy
VS
NVDA
NVIDIA Corporation
66
Buy
MetricAMDNVDA
AI Score 63 66
Price $512.78 $213.94
P/E Ratio 127.97× 26.69×
ROE 6.9% 76.3%
Revenue Growth YoY
Gross Margin 53.2% 74.7%
Debt / Equity 0.06× 0.17×
Dividend Yield 0.0% 0.2%
RSI (14) 56.9 37.4
Beta 2.476 2.217
Expected Upside +15.9% +0.0%

AI Committee View

Current Innellis committee reasoning for AMD versus NVDA.
NVDA leads by 3 points.

NVDA scores 66/100 (Buy) versus AMD at 63/100 (Buy).

AMD Committee View
67% agreement
6 analysts

The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 39.5% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 131.0 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull Case
  • Revenue growing 39.5% YoY -- genuine top-line momentum — Growth
  • EPS growing 124.3% YoY — Growth
  • 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
  • P/E of 131.0 is expensive by classic value standards — Value
  • Price-to-book of 5.6x prices in significant intangible value — Value
  • Bollinger bandwidth of 16.8% signals elevated volatility — Risk
NVDA Committee View
67% agreement
6 analysts

The primary driver is revenue growing 83.4% yoy -- genuine top-line momentum. The main limiting factor is p/e of 26.8 is moderate-to-rich. The committee is constructive but not yet at full conviction.

Bull Case
  • ROE of 110.1% shows genuine earnings power backing the valuation — Value
  • Revenue growing 83.4% YoY -- genuine top-line momentum — Growth
  • EPS growing 125.2% YoY — Growth
Bear Case
  • P/E of 26.8 is moderate-to-rich — Value
  • Price-to-book of 28.8x prices in significant intangible value — Value
  • MACD histogram negative -- bearish momentum — Technical
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
AMD Full Analysis NVDA Full Analysis