Advanced Micro Devices Inc (AMD)vsSolarEdge Technologies Inc (SEDG)
AMD
Advanced Micro Devices Inc
$466.38
+4.73%
TECHNOLOGY · Cap: $850.42B
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $4.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 2836% more annual revenue ($37.45B vs $1.28B). AMD leads profitability with a 13.4% profit margin vs -28.6%. AMD appears more attractively valued with a PEG of 1.23. AMD earns a higher WallStSmart Score of 61/100 (C+).
AMD
Buy61
out of 100
Grade: C+
SEDG
Hold45
out of 100
Grade: D
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
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Trading at 11.8x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 8.9x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 41.5% 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 : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
AMD profiles as a growth stock while SEDG is a hypergrowth play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.40 — expect wider price swings.
SEDG is growing revenue faster at 41.5% — sustainability is the question.
AMD generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
AMD scores higher overall (61/100 vs 45/100) and 37.8% revenue growth. Both earn "Buy" and "Hold" 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 →SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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