Advanced Micro Devices Inc (AMD)vsAlpha and Omega Semiconductor Ltd (AOSL)
AMD
Advanced Micro Devices Inc
$220.27
-7.49%
TECHNOLOGY · Cap: $334.84B
AOSL
Alpha and Omega Semiconductor Ltd
$22.66
+3.66%
TECHNOLOGY · Cap: $619.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 4950% more annual revenue ($34.64B vs $685.88M). AMD leads profitability with a 12.5% profit margin vs -15.1%. AMD earns a higher WallStSmart Score of 65/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
AOSL
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.3%
Fair Value
$122.15
Current Price
$220.27
$98.12 premium
Intrinsic value data unavailable for AOSL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.1% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Generating 2.4B in free cash flow
Reasonable price relative to book value
Revenue surging 44.9% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
ROE of -12.0% — below average capital efficiency
Earnings declined 98.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, Debt/Equity. Revenue growth of 34.1% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : AOSL
The strongest argument for AOSL centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 44.9% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are EPS Growth, Return on Equity, P/E Ratio. A P/E of 78.7x leaves little room for execution misses.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
AMD profiles as a growth stock while AOSL is a hypergrowth play — different risk/reward profiles.
AOSL carries more volatility with a beta of 2.03 — expect wider price swings.
AOSL is growing revenue faster at 44.9% — sustainability is the question.
AMD generates stronger free cash flow (2.4B), providing more financial flexibility.
Bottom Line
AMD scores higher overall (65/100 vs 50/100) and 34.1% revenue growth. Both earn "Strong 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 →Alpha and Omega Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Alpha and Omega Semiconductor Limited designs, develops and supplies power semiconductor products for computer, consumer electronics, communications and industrial applications. The company is headquartered in Sunnyvale, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?