Advanced Micro Devices Inc (AMD)vsGlobalfoundries Inc (GFS)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
GFS
Globalfoundries Inc
$46.74
+1.43%
TECHNOLOGY · Cap: $25.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 410% more annual revenue ($34.64B vs $6.79B). GFS leads profitability with a 13.0% profit margin vs 12.5%. AMD appears more attractively valued with a PEG of 0.60. GFS earns a higher WallStSmart Score of 65/100 (C+).
AMD
Strong Buy65
out of 100
Grade: B-
GFS
Buy65
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
Margin of Safety
+34.5%
Fair Value
$74.41
Current Price
$46.74
$27.67 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 37.5% YoY
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Moderate valuation
0.0% revenue growth
ROE of 7.8% — below average capital efficiency
Distress zone — elevated risk
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 : GFS
The strongest argument for GFS centers on PEG Ratio, Price/Book, EPS Growth. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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 : GFS
The primary concerns for GFS are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
AMD profiles as a growth stock while GFS is a value play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.02 — 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
AMD scores higher overall (65/100 vs 65/100) and 34.1% revenue growth. GFS offers better value entry with a 34.5% margin of safety. 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 →Globalfoundries Inc
TECHNOLOGY · SEMICONDUCTORS · USA
GLOBALFOUNDRIES Inc. is a global semiconductor foundry. The company is headquartered in Malta, New York.
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