Advanced Micro Devices Inc (AMD)vsMagnite Inc (MGNI)
AMD
Advanced Micro Devices Inc
$220.27
-7.49%
TECHNOLOGY · Cap: $334.84B
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 4752% more annual revenue ($34.64B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 12.5%. MGNI trades at a lower P/E of 12.8x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
MGNI
Strong Buy68
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
+73.5%
Fair Value
$44.46
Current Price
$12.11
$32.35 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
Earnings expanding 230.0% YoY
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.4%
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
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 : MGNI
The strongest argument for MGNI centers on EPS Growth, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.3% and operating margin at 25.4%.
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 : MGNI
The primary concerns for MGNI are Market Cap.
Key Dynamics to Monitor
AMD profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.40 — 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
MGNI scores higher overall (68/100 vs 65/100), backed by strong 20.3% 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 →Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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