Advanced Micro Devices Inc (AMD)vsCirrus Logic Inc (CRUS)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
CRUS
Cirrus Logic Inc
$143.31
+0.28%
TECHNOLOGY · Cap: $7.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1655% more annual revenue ($34.64B vs $1.97B). CRUS leads profitability with a 20.5% profit margin vs 12.5%. AMD appears more attractively valued with a PEG of 0.60. AMD earns a higher WallStSmart Score of 65/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
CRUS
Buy62
out of 100
Grade: C+
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
+60.1%
Fair Value
$354.28
Current Price
$143.31
$210.97 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
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 26.3%
Earnings expanding 26.1% YoY
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
4.5% revenue growth
Expensive relative to growth rate
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 : CRUS
The strongest argument for CRUS centers on Altman Z-Score, Profit Margin, Operating Margin. Profitability is solid with margins at 20.5% and operating margin at 26.3%.
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 : CRUS
The primary concerns for CRUS are Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
AMD profiles as a growth stock while CRUS is a value play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.02 — expect wider price swings.
AMD is growing revenue faster at 34.1% — sustainability is the question.
AMD generates stronger free cash flow (2.4B), providing more financial flexibility.
Bottom Line
AMD scores higher overall (65/100 vs 62/100) and 34.1% revenue growth. CRUS offers better value entry with a 60.1% margin of safety. 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 →Cirrus Logic Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Cirrus Logic, Inc., a factory-less semiconductor company, offers high-precision, low-power mixed signal processing solutions in the United States and internationally. The company is headquartered in Austin, Texas.
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