Advanced Micro Devices Inc (AMD)vsUniversal Display (OLED)
AMD
Advanced Micro Devices Inc
$354.49
+5.16%
TECHNOLOGY · Cap: $577.96B
OLED
Universal Display
$89.63
-1.75%
TECHNOLOGY · Cap: $4.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 5224% more annual revenue ($34.64B vs $650.61M). OLED leads profitability with a 37.2% profit margin vs 12.5%. AMD appears more attractively valued with a PEG of 1.05. OLED earns a higher WallStSmart Score of 72/100 (B).
AMD
Buy63
out of 100
Grade: C+
OLED
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+65.0%
Fair Value
$378.01
Current Price
$89.63
$288.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.1% year-over-year
Earnings expanding 217.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Generating 2.4B in free cash flow
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Areas to Watch
Trading at 9.2x book value
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.1% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 37.2% and operating margin at 38.5%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 135.3x leaves little room for execution misses.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score.
Key Dynamics to Monitor
AMD profiles as a growth stock while OLED is a mature play — different risk/reward profiles.
AMD carries more volatility with a beta of 1.96 — 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
OLED scores higher overall (72/100 vs 63/100), backed by strong 37.2% margins. 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 →Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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