Advanced Micro Devices Inc (AMD)vsUbiquiti Networks Inc (UI)
AMD
Advanced Micro Devices Inc
$493.41
-4.40%
TECHNOLOGY · Cap: $842.57B
UI
Ubiquiti Networks Inc
$553.55
-1.88%
TECHNOLOGY · Cap: $34.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1162% more annual revenue ($41.31B vs $3.27B). UI leads profitability with a 29.3% profit margin vs 15.6%. 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-
UI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
-43.2%
Fair Value
$394.06
Current Price
$553.55
$159.49 premium
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
Every $100 of equity generates 67 in profit
Strong operational efficiency at 36.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Revenue surging 23.5% year-over-year
Areas to Watch
Trading at 12.0x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 27.9x book value
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 : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Debt/Equity. Profitability is solid with margins at 29.3% and operating margin at 36.3%. Revenue growth of 23.5% 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 : UI
The primary concerns for UI are P/E Ratio, Piotroski F-Score, Price/Book.
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 63/100), 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 →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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