Advanced Micro Devices Inc (AMD)vsCredo Technology Group Holding Ltd (CRDO)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
CRDO
Credo Technology Group Holding Ltd
$103.91
+3.60%
TECHNOLOGY · Cap: $18.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 3143% more annual revenue ($34.64B vs $1.07B). CRDO leads profitability with a 31.8% profit margin vs 12.5%. CRDO trades at a lower P/E of 55.1x. CRDO earns a higher WallStSmart Score of 69/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
CRDO
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.3%
Fair Value
$122.15
Current Price
$220.27
$98.12 premium
Margin of Safety
-50.7%
Fair Value
$85.18
Current Price
$103.91
$18.73 premium
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
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 36.8%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 10.3x book value
2.0% revenue growth
4.1% earnings growth
Premium valuation, high expectations priced in
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 : CRDO
The strongest argument for CRDO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.8% and operating margin at 36.8%.
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 : CRDO
The primary concerns for CRDO are Price/Book, Revenue Growth, EPS Growth. A P/E of 55.1x leaves little room for execution misses.
Key Dynamics to Monitor
AMD profiles as a growth stock while CRDO is a value play — different risk/reward profiles.
CRDO carries more volatility with a beta of 2.68 — expect wider price swings.
AMD is growing revenue faster at 34.1% — sustainability is the question.
AMD generates stronger free cash flow (2.4B), providing more financial flexibility.
Bottom Line
CRDO scores higher overall (69/100 vs 65/100), backed by strong 31.8% margins. Both earn "Strong Buy" and "Strong 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 →Credo Technology Group Holding Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Credo Technology Group Holding Ltd offers various high-speed connectivity solutions for electrical and optical Ethernet applications in the United States, Mexico, Malaysia, Hong Kong and internationally. The company is headquartered in San Jose, California.
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