After AMD’s 24% Climb in a Day, NVDA Looks Like the Stronger Long-Term Play
NVIDIA (NVDA) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Advanced Micro Devices (AMD), suggesting you may be better off investing in NVDA
- NVDA’s quarterly revenue growth was 55.6%, vs. AMD’s 31.7%.
- In addition, its Last 12 Months revenue growth came in at 71.6%, ahead of AMD’s 27.2%.
- NVDA leads on profitability over both periods – LTM margin of 58.1% and 3-year average of 51.0%.
Single stock can be risky, but there is a huge value to a broader diversified approach we take with Trefis High Quality Portfolio. Let us ask you this: Over the last 5 years, which index do you think the Trefis High Quality Portfolio outperformed – the S&P 500, Nasdaq, or both? The answer might surprise you. See how our advisory framework helps stack the odds in your favor.
AMD produces x86 microprocessors, GPUs, chipsets, and development services across computing, graphics, enterprise, embedded, and semi-custom segments. NVDA provides graphics, compute, and networking solutions for gaming, visualization, datacenters, and automotive markets, with a strategic collaboration with Kroger Co.
Valuation & Performance Overview
- Advanced Micro Devices Stock Surged 120%, Here’s Why
- Advanced Micro Devices Stock To $143?
- Would You Still Hold Advanced Micro Devices Stock If It Fell Another 30%?
- Advanced Micro Devices Stock To $164?
- How Advanced Micro Devices Stock Gained 80%
- Pay Less, Gain More: MU Tops Advanced Micro Devices Stock
| AMD | NVDA | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 134.8 | 47.1 | NVDA |
| Revenue Growth | |||
| Last Quarter | 31.7% | 55.6% | NVDA |
| Last 12 Months | 27.2% | 71.6% | NVDA |
| Last 3 Year Average | 11.7% | 92.0% | NVDA |
| Operating Margins | |||
| Last 12 Months | 8.3% | 58.1% | NVDA |
| Last 3 Year Average | 3.4% | 51.0% | NVDA |
| Momentum | |||
| Last 3 Year Return | 200.2% | 1314.8% | AMD |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: AMD Revenue Comparison | NVDA Revenue Comparison
See more margin details: AMD Operating Income Comparison | NVDA Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell NVDA Stock to see if NVIDIA’s edge holds up under the hood or if Advanced Micro Devices still has cards to play (see Buy or Sell AMD Stock).
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| AMD Return | 100% | 57% | -55% | 128% | -18% | 69% | 259% | ||
| NVDA Return | 122% | 125% | -50% | 239% | 171% | 38% | 3104% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 15% | 108% | ||
| Monthly Win Rates [3] | |||||||||
| AMD Win Rate | 50% | 50% | 33% | 58% | 42% | 44% | 46% | ||
| NVDA Win Rate | 75% | 58% | 42% | 75% | 75% | 67% | 65% | <=== | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 67% | 64% | ||
| Max Drawdowns [4] | |||||||||
| AMD Max Drawdown | -16% | -20% | -61% | -4% | -19% | -35% | -26% | ||
| NVDA Max Drawdown | -16% | -11% | -62% | -2% | -4% | -30% | -21% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 10/6/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read NVDA Dip Buyer Analyses and AMD Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.