Advanced Micro Devices Inc (AMD)vsPaycom Software, Inc. (PAYC)
AMD
Advanced Micro Devices Inc
$493.41
-4.40%
TECHNOLOGY · Cap: $842.57B
PAYC
Paycom Software, Inc.
$218.91
+1.33%
TECHNOLOGY · Cap: $9.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1830% more annual revenue ($41.31B vs $2.14B). PAYC leads profitability with a 22.8% profit margin vs 15.6%. AMD appears more attractively valued with a PEG of 0.51. PAYC earns a higher WallStSmart Score of 72/100 (B).
AMD
Strong Buy69
out of 100
Grade: B-
PAYC
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+74.8%
Fair Value
$470.99
Current Price
$218.91
$252.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 50.1% year-over-year
Earnings expanding 159.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Every $100 of equity generates 58 in profit
Strong operational efficiency at 31.7%
Keeps 23 of every $100 in revenue as profit
Earnings expanding 48.1% YoY
Areas to Watch
Trading at 12.0x book value
Premium valuation, high expectations priced in
Trading at 16.7x book value
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, EPS Growth. Profitability is solid with margins at 15.6% and operating margin at 17.2%. Revenue growth of 50.1% demonstrates continued momentum.
Bull Case : PAYC
The strongest argument for PAYC centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 22.8% and operating margin at 31.7%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are Price/Book, P/E Ratio. A P/E of 128.1x leaves little room for execution misses.
Bear Case : PAYC
The primary concerns for PAYC are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.72 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMD profiles as a growth stock while PAYC is a mature play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.48 — expect wider price swings.
AMD is growing revenue faster at 50.1% — sustainability is the question.
AMD generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
PAYC scores higher overall (72/100 vs 69/100), backed by strong 22.8% 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 →Paycom Software, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Paycom Software, Inc., known simply as Paycom, is an American online payroll and human resource technology provider based in Oklahoma City, Oklahoma.
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