Advanced Micro Devices Inc (AMD)vsSuper Micro Computer Inc (SMCI)
AMD
Advanced Micro Devices Inc
$504.80
-10.88%
TECHNOLOGY · Cap: $824.07B
SMCI
Super Micro Computer Inc
$32.95
-4.30%
TECHNOLOGY · Cap: $23.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 6% more annual revenue ($41.31B vs $39.06B). AMD leads profitability with a 15.6% profit margin vs 5.7%. AMD appears more attractively valued with a PEG of 0.50. SMCI earns a higher WallStSmart Score of 80/100 (B+).
AMD
Strong Buy69
out of 100
Grade: B-
SMCI
Strong Buy80
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Revenue surging 50.1% year-over-year
Earnings expanding 159.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Revenue surging 93.2% year-over-year
Earnings expanding 434.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 12.3x book value
Premium valuation, high expectations priced in
5.7% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, PEG Ratio, Revenue 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 : SMCI
The strongest argument for SMCI centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 93.2% demonstrates continued momentum. PEG of 0.91 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 128.8x leaves little room for execution misses.
Bear Case : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
AMD profiles as a growth stock while SMCI is a hypergrowth play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.45 — expect wider price swings.
SMCI is growing revenue faster at 93.2% — sustainability is the question.
AMD generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
SMCI scores higher overall (80/100 vs 69/100) and 93.2% 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 →Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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