Advanced Micro Devices Inc (AMD)vsUnited Microelectronics (UMC)
AMD
Advanced Micro Devices Inc
$493.41
-4.40%
TECHNOLOGY · Cap: $842.57B
UMC
United Microelectronics
$22.64
-3.27%
TECHNOLOGY · Cap: $56.78B
Smart Verdict
WallStSmart Research — data-driven comparison
United Microelectronics generates 507% more annual revenue ($250.71B vs $41.31B). UMC leads profitability with a 33.3% profit margin vs 15.6%. AMD appears more attractively valued with a PEG of 0.51. UMC earns a higher WallStSmart Score of 77/100 (B+).
AMD
Strong Buy69
out of 100
Grade: B-
UMC
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+11.2%
Fair Value
$25.50
Current Price
$22.64
$2.86 discount
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
Keeps 33 of every $100 in revenue as profit
Earnings expanding 374.6% YoY
Generating 24.2B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 21.7%
Areas to Watch
Trading at 12.0x book value
Premium valuation, high expectations priced in
Weak financial health signals
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 : UMC
The strongest argument for UMC centers on Profit Margin, EPS Growth, Free Cash Flow. Profitability is solid with margins at 33.3% and operating margin at 21.7%. Revenue growth of 17.0% 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 : UMC
The primary concerns for UMC are Piotroski F-Score.
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.
UMC generates stronger free cash flow (24.2B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UMC scores higher overall (77/100 vs 69/100), backed by strong 33.3% margins and 17.0% 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 →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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