Advanced Micro Devices Inc (AMD)vsMACOM Technology Solutions Holdings Inc (MTSI)
AMD
Advanced Micro Devices Inc
$551.63
-5.76%
TECHNOLOGY · Cap: $892.36B
MTSI
MACOM Technology Solutions Holdings Inc
$345.40
-9.76%
TECHNOLOGY · Cap: $28.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 3388% more annual revenue ($37.45B vs $1.07B). MTSI leads profitability with a 16.5% profit margin vs 13.4%. AMD appears more attractively valued with a PEG of 1.32. AMD earns a higher WallStSmart Score of 61/100 (C+).
AMD
Buy61
out of 100
Grade: C+
MTSI
Buy60
out of 100
Grade: C+
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
Conservative balance sheet, low leverage
Revenue surging 22.5% year-over-year
Earnings expanding 42.9% YoY
Areas to Watch
Trading at 13.9x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 19.1x book value
Distress zone — elevated risk
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. Revenue growth of 37.8% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bull Case : MTSI
The strongest argument for MTSI centers on Debt/Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.5% and operating margin at 17.6%. Revenue growth of 22.5% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 181.8x leaves little room for execution misses.
Bear Case : MTSI
The primary concerns for MTSI are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 161.0x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.49 — expect wider price swings.
AMD is growing revenue faster at 37.8% — sustainability is the question.
AMD generates stronger free cash flow (2.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMD scores higher overall (61/100 vs 60/100) and 37.8% revenue growth. Both earn "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 →MACOM Technology Solutions Holdings Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wired and wireless applications in the radio frequency (RF), microwave, millimeter wave and light wave spectrum in the United States, China, Asia Pacific and internationally. . . The company is headquartered in Lowell, Massachusetts.
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