Advanced Micro Devices Inc (AMD)vsSemtech Corporation (SMTC)
AMD
Advanced Micro Devices Inc
$559.82
+2.70%
TECHNOLOGY · Cap: $842.57B
SMTC
Semtech Corporation
$185.00
+3.82%
TECHNOLOGY · Cap: $15.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 3418% more annual revenue ($41.31B vs $1.17B). AMD leads profitability with a 15.6% profit margin vs 13.1%. AMD appears more attractively valued with a PEG of 0.51. AMD earns a higher WallStSmart Score of 69/100 (B-).
AMD
Strong Buy69
out of 100
Grade: B-
SMTC
Buy60
out of 100
Grade: C+
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 32.7% year-over-year
Every $100 of equity generates 21 in profit
Earnings expanding 22.7% YoY
Areas to Watch
Trading at 13.6x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 30.0x book value
Distress zone — elevated risk
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 : SMTC
The strongest argument for SMTC centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 32.7% 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 : SMTC
The primary concerns for SMTC are PEG Ratio, P/E Ratio, Price/Book. A P/E of 107.7x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.48 — expect wider price swings.
AMD is growing revenue faster at 50.1% — 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
AMD scores higher overall (69/100 vs 60/100), backed by strong 15.6% margins and 50.1% 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 →Semtech Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Semtech Corporation designs, develops, manufactures, and markets mixed-signal and analog semiconductor products and advanced algorithms. The company is headquartered in Camarillo, California.
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