Advanced Micro Devices Inc (AMD)vsCredo Technology Group Holding Ltd (CRDO)
AMD
Advanced Micro Devices Inc
$623.77
+1.34%
TECHNOLOGY · Cap: $842.57B
CRDO
Credo Technology Group Holding Ltd
$192.56
+2.82%
TECHNOLOGY · Cap: $33.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 2496% more annual revenue ($41.31B vs $1.59B). CRDO leads profitability with a 33.8% profit margin vs 15.6%. CRDO trades at a lower P/E of 62.1x. AMD earns a higher WallStSmart Score of 69/100 (B-).
AMD
Strong Buy69
out of 100
Grade: B-
CRDO
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
-33.7%
Fair Value
$140.04
Current Price
$192.56
$52.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 50.1% year-over-year
Earnings expanding 159.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Keeps 34 of every $100 in revenue as profit
Revenue surging 114.7% year-over-year
Earnings expanding 97.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 25.2%
Areas to Watch
Trading at 15.1x book value
Premium valuation, high expectations priced in
Trading at 13.3x book value
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. Profitability is solid with margins at 15.6% and operating margin at 17.2%. Revenue growth of 50.1% demonstrates continued momentum.
Bull Case : CRDO
The strongest argument for CRDO centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 33.8% and operating margin at 25.2%. Revenue growth of 114.7% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, P/E Ratio. A P/E of 128.1x leaves little room for execution misses.
Bear Case : CRDO
The primary concerns for CRDO are Price/Book, P/E Ratio. A P/E of 62.1x leaves little room for execution misses.
Key Dynamics to Monitor
CRDO carries more volatility with a beta of 3.23 — expect wider price swings.
CRDO is growing revenue faster at 114.7% — sustainability is the question.
AMD generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMD scores higher overall (69/100 vs 67/100), backed by strong 15.6% margins and 50.1% revenue growth. 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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