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Stock Comparison · Structural lead, mixed market

Advanced Micro Devices vs Palantir Technologies: Which Stock Looks Stronger in 2026?

Palantir Technologies holds the cleaner structural position, with profitability as the main driver and valuation adding further support. Advanced Micro Devices still has the edge on valuation, which keeps the comparison from looking entirely one-sided. In the market, Advanced Micro Devices carries the stronger setup — intact trend against Palantir Technologies's broken trend. That leaves a split case: the structural lead stays with Palantir Technologies, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Profitability still does most of the heavy lifting in this comparison. The overall score gap is 16 points in favour of Palantir Technologies Inc..

Trajectory Similarity
0.63
Moderately similar
Peer-set rank: #9
within Advanced Micro Devices, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The match is driven mainly by revenue stability and investment intensity.

Similarity drivers
revenue stabilityinvestment intensity
What reduces the match
margin trend
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AMD
Advanced Micro Devices, Inc.
44
Peer-Score
Signal qualityHigh
vs
PLTR
Palantir Technologies Inc.
60
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: AMD vs PLTR Profitability 38 96 Stability 38 41 Valuation 28 9 Growth 85 100 AMD PLTR
Gap Ranking
#1 Profitability +58
#2 Valuation +19
#3 Growth +15
#4 Stability +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMD and PLTR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMDPLTR Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
Palantir Technologies Inc. ranks near the top of the group on profitability; Advanced Micro Devices, Inc. sits in the weaker half.
Valuation
Both sit in the weaker half on valuation, with Advanced Micro Devices, Inc. still coming out ahead.
Profitability — Dominant Gap
AMD
38
PLTR
96
Gap+58in favour of PLTR

The profitability lead is mainly driven by a 23.8-point operating margin advantage.

What keeps the gap from being one-sided

On the market side, Advanced Micro Devices carries the stronger trend while Palantir Technologies's trend has broken — the market setup does not confirm the structural advantage.

What this means for the comparison

The profitability edge is decisive, even though current pricing and valuation still lean somewhat toward Advanced Micro Devices, Inc..

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Similar profitability-driven comparisons

Explore how AMD and PLTR each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.