Analog Devices Inc (ADI)vsAdvanced Micro Devices Inc (AMD)
ADI
Analog Devices Inc
$401.39
+4.83%
TECHNOLOGY · Cap: $208.27B
AMD
Advanced Micro Devices Inc
$466.38
+4.86%
TECHNOLOGY · Cap: $892.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 194% more annual revenue ($37.45B vs $12.74B). ADI leads profitability with a 26.0% profit margin vs 13.4%. ADI appears more attractively valued with a PEG of 0.94. ADI earns a higher WallStSmart Score of 73/100 (B).
ADI
Strong Buy73
out of 100
Grade: B
AMD
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 38.1%
Revenue surging 37.2% year-over-year
Earnings expanding 110.5% YoY
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
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
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.0% and operating margin at 38.1%. Revenue growth of 37.2% demonstrates continued momentum.
Bull 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 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : ADI
The primary concerns for ADI are P/E Ratio. A P/E of 63.7x leaves little room for execution misses.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 181.8x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.49 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADI scores higher overall (73/100 vs 61/100), backed by strong 26.0% margins and 37.2% 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.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
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.
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