Advanced Micro Devices Inc (AMD)vsWorkday Inc (WDAY)
AMD
Advanced Micro Devices Inc
$466.38
+6.98%
TECHNOLOGY · Cap: $850.42B
WDAY
Workday Inc
$144.28
-2.45%
TECHNOLOGY · Cap: $32.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 280% more annual revenue ($37.45B vs $9.85B). AMD leads profitability with a 13.4% profit margin vs 8.6%. WDAY appears more attractively valued with a PEG of 0.51. WDAY earns a higher WallStSmart Score of 66/100 (B-).
AMD
Buy61
out of 100
Grade: C+
WDAY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+75.2%
Fair Value
$583.88
Current Price
$144.28
$439.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 37.8% year-over-year
Earnings expanding 91.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Generating 2.6B in free cash flow
Earnings expanding 248.0% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 11.8x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 37.8% demonstrates continued momentum. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.51 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 172.7x leaves little room for execution misses.
Bear Case : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score. A P/E of 40.9x leaves little room for execution misses.
Key Dynamics to Monitor
AMD profiles as a growth stock while WDAY is a value play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.40 — expect wider price swings.
AMD is growing revenue faster at 37.8% — sustainability is the question.
AMD generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
WDAY scores higher overall (66/100 vs 61/100) and 13.5% 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 →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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