AMD vs QCOM Stock Comparison: AI Score, Valuation, Performance and Upside
AMD is generally evaluated as a direct participant in the AI data center buildout competing against Nvidia and Intel, while Qualcomm is judged on its ability to diversify beyond a maturing smartphone chip business into automotive, IoT, and edge AI. The comparison often turns on AI data center growth potential versus diversification-driven stability.
Use this AMD vs QCOM comparison to separate direct AI data center exposure from mobile-chip diversification: AMD offers more leverage to AI accelerator growth against strong competition, while Qualcomm offers licensing-backed cash flow stability paired with a longer-term bet on automotive and edge AI expansion.
AMD holds the edge across 3 of 5 key metrics in this comparison. AMD has delivered stronger 1-year price return (+189.44% vs +6.07%), though QCOM has the better forward P/E setup (16.09x vs 30.13x for AMD). On fundamentals, AMD is growing revenue faster (50.10%), while QCOM maintains the higher operating margin (18.53%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for AMD (+31.85%) than for QCOM (+17.61%).
- Want direct exposure to AI accelerator and data center GPU growth
- Believe continued server CPU share gains against Intel can persist
- Are comfortable with Nvidia's dominant competitive position in AI GPUs
- Seek diversified semiconductor exposure across data center, PC, and gaming
- Value high-margin, relatively stable licensing revenue
- Believe automotive and IoT diversification can offset smartphone maturity
- Want exposure to on-device edge AI in smartphones and PCs
- Prefer a lower-multiple semiconductor name than pure AI accelerator plays
| Metric | AMD | QCOM |
|---|---|---|
| AI score | 86.0 | 49.8 |
| AI rank | #5 | #470 |
| Latest close | $470.72 | $170.48 |
| 1M return | -1.14% | +15.49% |
| 6M return | +137.00% | +20.88% |
| 1Y return | +189.44% | +6.07% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | AMD | QCOM |
|---|---|---|
| 1Y ago | $29K (+190.0%) started 2025-09-02 | $10.74K (+7.4%) started 2025-09-02 |
| 5Y ago | $42.8K (+328.0%) started 2021-09-01 | $13.67K (+36.7%) started 2021-09-01 |
| 10Y ago | $640.44K (+6304.4%) started 2016-09-01 | $44.44K (+344.4%) started 2016-09-01 |
Hypothetical — past performance does not guarantee future results.
| Metric | AMD | QCOM |
|---|---|---|
| Market cap | $760.05B | $175.36B |
| Trailing P/E | 119.07 | 18.76 |
| Forward P/E | 30.13 | 16.09 |
| Price/Sales | 24.30 | 3.88 |
| EV/Revenue | 18.19 | 4.07 |
| Analyst target | $613.84 | $193.10 |
| Target upside | +31.85% | +17.61% |
| Metric | AMD | QCOM |
|---|---|---|
| Revenue growth | 50.10% | -4.00% |
| Earnings growth | 159.50% | -23.00% |
| EPS growth | +159.50% | -23.00% |
| FCF margin | +21.41% | +23.24% |
| Operating margin | 17.25% | 18.53% |
| Profit margin | 15.58% | 21.01% |
| ROIC proxy | 10.20% | 33.75% |
| Return on equity | 10.20% | 33.75% |
| Dividend yield | N/A | 2.23% |
| Beta | 2.49 | 1.66 |
| Debt/equity | 6.36 | 55.21 |
| Current ratio | 2.61 | 2.02 |
| Quick ratio | 1.69 | 1.14 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | AMD | QCOM |
|---|---|---|---|
| 1Y | Growth | +190.00% | +7.37% |
| CAGR | +191.80% | +7.41% | |
| Sharpe ratio | 1.79 | 0.31 | |
| Max drawdown | 27.76% | 41.20% | |
| Max daily drop | 17.31% | 11.46% | |
| Max wkly drop | 23.67% | 23.52% | |
| 5Y | Growth | +327.97% | +25.66% |
| CAGR | +33.76% | +4.67% | |
| Sharpe ratio | 0.72 | 0.21 | |
| Max drawdown | 65.45% | 44.50% | |
| Max daily drop | 17.31% | 11.46% | |
| Max wkly drop | 23.91% | 23.52% | |
| 10Y | Growth | +6304.35% | +240.65% |
| CAGR | +51.59% | +13.04% | |
| Sharpe ratio | 0.94 | 0.39 | |
| Max drawdown | 65.45% | 44.50% | |
| Max daily drop | 24.23% | 14.95% | |
| Max wkly drop | 32.68% | 23.52% |
| Category | AMD | QCOM |
|---|---|---|
| Company | Advanced Micro Devices, Inc. | Qualcomm Incorporated |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
| Core business | AMD designs CPUs and GPUs for data centers, PCs, and gaming consoles, and has built a growing AI accelerator business (Instinct GPUs) competing for AI training and inference workloads. | Qualcomm supplies mobile chipsets (Snapdragon) and modem technology for smartphones, and licenses its wireless patent portfolio, while expanding into automotive and PC/AI edge computing chips. |
| Investor focus | Investors watch AMD's data center GPU revenue ramp against Nvidia, server CPU (EPYC) share gains against Intel, and client PC segment demand. | Investors focus on Qualcomm's diversification away from smartphone chip dependence, automotive and IoT design win growth, and licensing revenue stability including the Apple relationship. |
- Growing AI accelerator (Instinct) business with major cloud and enterprise customers
- Continued server CPU market share gains against Intel
- Diversified revenue across data center, client, gaming, and embedded segments
- Diversified push into automotive, IoT, and PC/AI edge chips beyond smartphones
- High-margin licensing revenue provides a stable cash flow base
- Strong position in premium Android smartphone chipsets globally
- Remains a distant second to Nvidia in AI accelerator market share and software ecosystem
- PC and gaming segment revenue can be cyclical and demand-sensitive
- Execution risk in scaling new AI GPU generations to compete with Nvidia's roadmap pace
- Continued reliance on smartphone market cyclicality and China demand
- Long-term uncertainty around Apple's in-house modem transition reducing a key customer relationship
- Competition from MediaTek and Apple's internal silicon efforts in core markets
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