Advanced Micro Devices Inc (AMD)vsSanmina Corporation (SANM)
AMD
Advanced Micro Devices Inc
$516.13
+2.49%
TECHNOLOGY · Cap: $842.57B
SANM
Sanmina Corporation
$216.00
+6.24%
TECHNOLOGY · Cap: $10.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 224% more annual revenue ($41.31B vs $12.76B). AMD leads profitability with a 15.6% profit margin vs 2.4%. AMD appears more attractively valued with a PEG of 0.51. SANM earns a higher WallStSmart Score of 71/100 (B).
AMD
Strong Buy69
out of 100
Grade: B-
SANM
Strong Buy71
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
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 12.5x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
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 : SANM
The strongest argument for SANM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 69.7% demonstrates continued momentum. PEG of 0.67 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 : SANM
The primary concerns for SANM are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMD profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.48 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
AMD generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
SANM scores higher overall (71/100 vs 69/100) and 69.7% 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 →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
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