Advanced Micro Devices Inc (AMD)vsUnited Microelectronics (UMC)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
UMC
United Microelectronics
$9.31
+2.87%
TECHNOLOGY · Cap: $22.97B
Smart Verdict
WallStSmart Research — data-driven comparison
United Microelectronics generates 586% more annual revenue ($237.55B vs $34.64B). UMC leads profitability with a 17.6% profit margin vs 12.5%. AMD appears more attractively valued with a PEG of 0.60. UMC earns a higher WallStSmart Score of 68/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
UMC
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.3%
Fair Value
$122.15
Current Price
$220.27
$98.12 premium
Margin of Safety
+44.9%
Fair Value
$18.68
Current Price
$9.31
$9.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.1% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Generating 2.4B in free cash flow
Generating 18.1B in free cash flow
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 9.8x book value
2.4% revenue growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, Debt/Equity. Revenue growth of 34.1% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : UMC
The strongest argument for UMC centers on Free Cash Flow, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.6% and operating margin at 19.8%. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are EPS Growth, Return on Equity, P/E Ratio. A P/E of 78.7x leaves little room for execution misses.
Bear Case : UMC
The primary concerns for UMC are Price/Book, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
AMD profiles as a growth stock while UMC is a value play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.02 — expect wider price swings.
AMD is growing revenue faster at 34.1% — sustainability is the question.
UMC generates stronger free cash flow (18.1B), providing more financial flexibility.
Bottom Line
UMC scores higher overall (68/100 vs 65/100), backed by strong 17.6% margins. 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 →United Microelectronics
TECHNOLOGY · SEMICONDUCTORS · USA
United Microelectronics Corporation is a semiconductor wafer foundry in Taiwan, Singapore, China, Hong Kong, Japan, the United States, Europe, and internationally. The company is headquartered in Hsinchu City, Taiwan.
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