Advanced Micro Devices Inc (AMD)vsAmgen Inc (AMGN)
AMD
Advanced Micro Devices Inc
$455.19
+11.44%
TECHNOLOGY · Cap: $666.04B
AMGN
Amgen Inc
$331.70
+0.79%
HEALTHCARE · Cap: $177.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1% more annual revenue ($37.45B vs $37.22B). AMGN leads profitability with a 21.0% profit margin vs 13.4%. AMD appears more attractively valued with a PEG of 1.05. AMGN earns a higher WallStSmart Score of 62/100 (C+).
AMD
Buy61
out of 100
Grade: C+
AMGN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
-2.2%
Fair Value
$321.89
Current Price
$331.70
$9.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 37.8% year-over-year
Earnings expanding 91.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Generating 2.6B in free cash flow
Every $100 of equity generates 101 in profit
Strong operational efficiency at 33.8%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Trading at 11.8x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 19.5x book value
4.4% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 37.8% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : AMGN
The strongest argument for AMGN centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.0% and operating margin at 33.8%.
Bear Case : AMD
The primary concerns for AMD are Price/Book, P/E Ratio. A P/E of 137.1x leaves little room for execution misses.
Bear Case : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
AMD profiles as a growth stock while AMGN is a mature play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.40 — expect wider price swings.
AMD is growing revenue faster at 37.8% — sustainability is the question.
AMD generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
AMGN scores higher overall (62/100 vs 61/100), backed by strong 21.0% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Advanced Micro Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets. AMD's main products include microprocessors, motherboard chipsets, embedded processors and graphics processors for servers, workstations, personal computers and embedded system applications.
Visit Website →Amgen Inc
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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