Advanced Micro Devices Inc (AMD)vsCognizant Technology Solutions Corp Class A (CTSH)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
CTSH
Cognizant Technology Solutions Corp Class A
$59.79
-0.75%
TECHNOLOGY · Cap: $28.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 64% more annual revenue ($34.64B vs $21.11B). AMD leads profitability with a 12.5% profit margin vs 10.6%. AMD appears more attractively valued with a PEG of 0.60. CTSH earns a higher WallStSmart Score of 71/100 (B).
AMD
Strong Buy65
out of 100
Grade: B-
CTSH
Strong Buy71
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
+63.1%
Fair Value
$192.25
Current Price
$59.79
$132.46 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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 22.1% YoY
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
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 : CTSH
The strongest argument for CTSH centers on P/E Ratio, Price/Book, EPS Growth. PEG of 1.02 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 : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
AMD profiles as a growth stock while CTSH 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
CTSH scores higher overall (71/100 vs 65/100). 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 →Cognizant Technology Solutions Corp Class A
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Cognizant is an American multinational technology company that provides business consulting, information technology and outsourcing services. It is headquartered in Teaneck, New Jersey, United States.
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