Advanced Micro Devices Inc (AMD)vsAlphabet Inc Class C (GOOG)
AMD
Advanced Micro Devices Inc
$455.19
+11.44%
TECHNOLOGY · Cap: $666.04B
GOOG
Alphabet Inc Class C
$397.05
+0.44%
COMMUNICATION SERVICES · Cap: $4.79T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 1028% more annual revenue ($422.50B vs $37.45B). GOOG leads profitability with a 37.9% profit margin vs 13.4%. AMD appears more attractively valued with a PEG of 1.05. GOOG earns a higher WallStSmart Score of 73/100 (B).
AMD
Buy61
out of 100
Grade: C+
GOOG
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+2.2%
Fair Value
$404.18
Current Price
$397.05
$7.13 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
Mega-cap, among the largest globally
Every $100 of equity generates 39 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
Trading at 11.8x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
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 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, P/E Ratio. A P/E of 137.1x leaves little room for execution misses.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.40 — expect wider price swings.
AMD is growing revenue faster at 37.8% — sustainability is the question.
GOOG generates stronger free cash flow (10.1B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (73/100 vs 61/100), backed by strong 37.9% margins and 21.8% revenue growth. 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 →Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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