Advanced Micro Devices Inc (AMD)vsCerebras Systems Inc. Class A Common Stock (CBRS)
AMD
Advanced Micro Devices Inc
$467.51
-0.38%
TECHNOLOGY · Cap: $726.43B
CBRS
Cerebras Systems Inc. Class A Common Stock
$241.71
-2.31%
TECHNOLOGY · Cap: $56.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 7244% more annual revenue ($37.45B vs $509.99M). CBRS leads profitability with a 46.6% profit margin vs 13.4%. AMD trades at a lower P/E of 149.5x. AMD earns a higher WallStSmart Score of 61/100 (C+).
AMD
Buy61
out of 100
Grade: C+
CBRS
Hold45
out of 100
Grade: D+
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 38 in profit
Keeps 47 of every $100 in revenue as profit
Revenue surging 1474.0% year-over-year
Large-cap with strong market position
Areas to Watch
Trading at 11.8x book value
Premium valuation, high expectations priced in
0.0% earnings growth
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Operating margin of -30.6%
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 1.10 suggests the stock is reasonably priced for its growth.
Bull Case : CBRS
The strongest argument for CBRS centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 46.6% and operating margin at -30.6%. Revenue growth of 1474.0% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, P/E Ratio. A P/E of 149.5x leaves little room for execution misses.
Bear Case : CBRS
The primary concerns for CBRS are EPS Growth, P/E Ratio, Free Cash Flow. A P/E of 626.3x leaves little room for execution misses.
Key Dynamics to Monitor
CBRS is growing revenue faster at 1474.0% — 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 45/100) and 37.8% revenue growth. Both earn "Buy" and "Hold" 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 →Cerebras Systems Inc. Class A Common Stock
TECHNOLOGY · SEMICONDUCTORS · USA
Cerebras Systems Inc. designs and develops processors for artificial intelligence (AI) training and inference in the United States, Europe, and Asia. The company is headquartered in Sunnyvale, California.
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