Advanced Micro Devices Inc (AMD)vsWestern Digital Corporation (WDC)
AMD
Advanced Micro Devices Inc
$559.82
+2.70%
TECHNOLOGY · Cap: $842.57B
WDC
Western Digital Corporation
$441.36
+4.13%
TECHNOLOGY · Cap: $161.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 220% more annual revenue ($41.31B vs $12.92B). WDC leads profitability with a 73.0% profit margin vs 15.6%. AMD appears more attractively valued with a PEG of 0.51. WDC earns a higher WallStSmart Score of 79/100 (B+).
AMD
Strong Buy69
out of 100
Grade: B-
WDC
Strong Buy79
out of 100
Grade: B+
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 106 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 43.8% year-over-year
Earnings expanding 984.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 13.6x book value
Premium valuation, high expectations priced in
Trading at 21.1x 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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 73.0% and operating margin at 43.6%. Revenue growth of 43.8% 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 : WDC
The primary concerns for WDC are 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
WDC scores higher overall (79/100 vs 69/100), backed by strong 73.0% margins and 43.8% 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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