Advanced Micro Devices Inc (AMD)vsASE Industrial Holding Co Ltd ADR (ASX)
AMD
Advanced Micro Devices Inc
$429.56
-5.51%
TECHNOLOGY · Cap: $887.75B
ASX
ASE Industrial Holding Co Ltd ADR
$31.49
-8.28%
TECHNOLOGY · Cap: $88.83B
Smart Verdict
WallStSmart Research — data-driven comparison
ASE Industrial Holding Co Ltd ADR generates 1691% more annual revenue ($670.90B vs $37.45B). AMD leads profitability with a 13.4% profit margin vs 7.0%. AMD appears more attractively valued with a PEG of 1.28. AMD earns a higher WallStSmart Score of 61/100 (C+).
AMD
Buy61
out of 100
Grade: C+
ASX
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+14.3%
Fair Value
$43.00
Current Price
$31.49
$11.51 discount
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
Earnings expanding 87.6% YoY
Large-cap with strong market position
17.2% revenue growth
Areas to Watch
Trading at 10.9x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
7.0% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 1.28 suggests the stock is reasonably priced for its growth.
Bull Case : ASX
The strongest argument for ASX centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 181.7x leaves little room for execution misses.
Bear Case : ASX
The primary concerns for ASX are Altman Z-Score, Profit Margin, PEG Ratio. A P/E of 63.3x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.47 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMD scores higher overall (61/100 vs 54/100) and 37.8% revenue growth. 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 →ASE Industrial Holding Co Ltd ADR
TECHNOLOGY · SEMICONDUCTORS · USA
ASE Industrial Holding Co Ltd ADR is a premier semiconductor manufacturing services provider based in Taiwan, renowned for its advanced assembly and testing solutions, especially in innovative packaging technologies. The company caters to diverse sectors, including telecommunications, consumer electronics, and automotive, thus playing a vital role in the global electronics supply chain. With a strong emphasis on research and development, ASE is committed to innovation and high-quality service delivery, making it well-equipped to meet shifting market needs and seize new opportunities in the rapidly evolving technology landscape. Its operational excellence and strategic positioning enhance its potential for sustained growth in the semiconductor industry.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?