Advanced Micro Devices Inc (AMD)vsCelestica Inc. (CLS)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 180% more annual revenue ($34.64B vs $12.39B). AMD leads profitability with a 12.5% profit margin vs 6.7%. AMD appears more attractively valued with a PEG of 0.60. CLS earns a higher WallStSmart Score of 68/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
CLS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.3%
Fair Value
$122.15
Current Price
$220.27
$98.12 premium
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.1% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Generating 2.4B in free cash flow
Every $100 of equity generates 41 in profit
Revenue surging 43.6% year-over-year
Earnings expanding 77.7% YoY
Growing faster than its price suggests
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, Debt/Equity. Revenue growth of 34.1% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 43.6% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are EPS Growth, Return on Equity, P/E Ratio. A P/E of 78.7x leaves little room for execution misses.
Bear Case : CLS
The primary concerns for CLS are Price/Book, Profit Margin, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
AMD profiles as a growth stock while CLS is a hypergrowth play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.02 — expect wider price swings.
CLS is growing revenue faster at 43.6% — sustainability is the question.
AMD generates stronger free cash flow (2.4B), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 65/100) and 43.6% 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 →Celestica Inc.
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
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