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
| Metric | AMD | NVDA |
|---|
| 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