Advanced Micro Devices Inc (AMD)vsCredo Technology Group Holding Ltd (CRDO)
AMD
Advanced Micro Devices Inc
$455.19
+11.44%
TECHNOLOGY · Cap: $666.04B
CRDO
Credo Technology Group Holding Ltd
$188.51
+0.11%
TECHNOLOGY · Cap: $36.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 3406% more annual revenue ($37.45B vs $1.07B). CRDO leads profitability with a 31.8% profit margin vs 13.4%. CRDO trades at a lower P/E of 109.0x. CRDO earns a higher WallStSmart Score of 69/100 (B-).
AMD
Buy61
out of 100
Grade: C+
CRDO
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
-63.0%
Fair Value
$78.77
Current Price
$188.50
$109.73 premium
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
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 36.8%
Revenue surging 201.5% year-over-year
Earnings expanding 412.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 11.8x book value
Premium valuation, high expectations priced in
Trading at 18.8x book value
Premium valuation, high expectations priced in
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 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : CRDO
The strongest argument for CRDO centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.8% and operating margin at 36.8%. Revenue growth of 201.5% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, P/E Ratio. A P/E of 137.1x leaves little room for execution misses.
Bear Case : CRDO
The primary concerns for CRDO are Price/Book, P/E Ratio. A P/E of 109.0x leaves little room for execution misses.
Key Dynamics to Monitor
CRDO carries more volatility with a beta of 3.18 — expect wider price swings.
CRDO is growing revenue faster at 201.5% — 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
CRDO scores higher overall (69/100 vs 61/100), backed by strong 31.8% margins and 201.5% 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 →Credo Technology Group Holding Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Credo Technology Group Holding Ltd offers various high-speed connectivity solutions for electrical and optical Ethernet applications in the United States, Mexico, Malaysia, Hong Kong and internationally. The company is headquartered in San Jose, California.
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