Advanced Micro Devices Inc (AMD)vsSunrun Inc (RUN)
AMD
Advanced Micro Devices Inc
$466.38
+6.98%
TECHNOLOGY · Cap: $850.42B
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1080% more annual revenue ($37.45B vs $3.17B). RUN leads profitability with a 17.9% profit margin vs 13.4%. AMD appears more attractively valued with a PEG of 1.23. RUN earns a higher WallStSmart Score of 68/100 (B-).
AMD
Buy61
out of 100
Grade: C+
RUN
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+51.7%
Fair Value
$39.67
Current Price
$13.36
$26.32 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 43.2% year-over-year
Earnings expanding 214.4% YoY
Areas to Watch
Trading at 11.8x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -6.0%
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 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.9% and operating margin at -6.0%. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 172.7x leaves little room for execution misses.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.45 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.40 — expect wider price swings.
RUN is growing revenue faster at 43.2% — 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
RUN scores higher overall (68/100 vs 61/100), backed by strong 17.9% margins and 43.2% revenue growth. 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 →Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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