Advanced Micro Devices Inc (AMD)vsPalantir Technologies Inc. (PLTR)
AMD
Advanced Micro Devices Inc
$623.77
+1.34%
TECHNOLOGY · Cap: $842.57B
PLTR
Palantir Technologies Inc.
$183.09
+1.04%
TECHNOLOGY · Cap: $401.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 571% more annual revenue ($41.31B vs $6.16B). PLTR leads profitability with a 49.0% profit margin vs 15.6%. AMD appears more attractively valued with a PEG of 0.51. PLTR earns a higher WallStSmart Score of 75/100 (B).
AMD
Strong Buy69
out of 100
Grade: B-
PLTR
Strong Buy75
out of 100
Grade: B
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
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Trading at 15.1x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
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 : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 141.7x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.48 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
AMD generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (75/100 vs 69/100), backed by strong 49.0% margins and 92.8% revenue growth. 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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