Advanced Micro Devices Inc (AMD)vsArm Holdings plc American Depositary Shares (ARM)
AMD
Advanced Micro Devices Inc
$516.13
+2.49%
TECHNOLOGY · Cap: $842.57B
ARM
Arm Holdings plc American Depositary Shares
$264.79
+4.17%
TECHNOLOGY · Cap: $269.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 701% more annual revenue ($41.31B vs $5.16B). ARM leads profitability with a 20.3% profit margin vs 15.6%. AMD appears more attractively valued with a PEG of 0.51. AMD earns a higher WallStSmart Score of 69/100 (B-).
AMD
Strong Buy69
out of 100
Grade: B-
ARM
Buy61
out of 100
Grade: C+
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
Mega-cap, among the largest globally
Earnings expanding 108.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Revenue surging 22.4% year-over-year
Areas to Watch
Trading at 12.5x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 32.8x 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 : ARM
The strongest argument for ARM centers on Market Cap, EPS Growth, Debt/Equity. Profitability is solid with margins at 20.3% and operating margin at 7.6%. Revenue growth of 22.4% 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 : ARM
The primary concerns for ARM are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 257.2x leaves little room for execution misses.
Key Dynamics to Monitor
ARM carries more volatility with a beta of 3.89 — 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
AMD scores higher overall (69/100 vs 61/100), backed by strong 15.6% margins and 50.1% 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 →Arm Holdings plc American Depositary Shares
TECHNOLOGY · SEMICONDUCTORS · USA
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.
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