Advanced Micro Devices Inc (AMD)vsSeagate Technology PLC (STX)
AMD
Advanced Micro Devices Inc
$488.78
+1.01%
TECHNOLOGY · Cap: $824.07B
STX
Seagate Technology PLC
$557.06
-8.13%
TECHNOLOGY · Cap: $147.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 199% more annual revenue ($41.31B vs $13.80B). STX leads profitability with a 31.9% profit margin vs 15.6%. STX appears more attractively valued with a PEG of 0.37. STX earns a higher WallStSmart Score of 79/100 (B+).
AMD
Strong Buy69
out of 100
Grade: B-
STX
Strong Buy79
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
Growing faster than its price suggests
Every $100 of equity generates 127 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.8%
Revenue surging 61.0% year-over-year
Earnings expanding 212.3% YoY
Areas to Watch
Trading at 11.9x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 37.1x book value
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 : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 31.9% and operating margin at 48.8%. Revenue growth of 61.0% demonstrates continued momentum.
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 : STX
The primary concerns for STX are P/E Ratio, Price/Book.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.45 — expect wider price swings.
STX is growing revenue faster at 61.0% — 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
STX scores higher overall (79/100 vs 69/100), backed by strong 31.9% margins and 61.0% 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 →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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