Advanced Micro Devices Inc (AMD)vsMonolithic Power Systems Inc (MPWR)
AMD
Advanced Micro Devices Inc
$455.19
+11.44%
TECHNOLOGY · Cap: $666.04B
MPWR
Monolithic Power Systems Inc
$1,600.84
+1.58%
TECHNOLOGY · Cap: $77.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1167% more annual revenue ($37.45B vs $2.96B). MPWR leads profitability with a 23.0% profit margin vs 13.4%. AMD appears more attractively valued with a PEG of 1.05. MPWR earns a higher WallStSmart Score of 68/100 (B-).
AMD
Buy61
out of 100
Grade: C+
MPWR
Strong Buy68
out of 100
Grade: B-
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
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Revenue surging 26.1% year-over-year
Earnings expanding 39.5% YoY
Areas to Watch
Trading at 11.8x 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 22.1x book value
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 : MPWR
The strongest argument for MPWR centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 23.0% and operating margin at 30.0%. Revenue growth of 26.1% 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 : MPWR
The primary concerns for MPWR are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 112.3x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.40 — expect wider price swings.
AMD is growing revenue faster at 37.8% — 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
MPWR scores higher overall (68/100 vs 61/100), backed by strong 23.0% margins and 26.1% 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 →Monolithic Power Systems Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Monolithic Power Systems, Inc. is an American, publicly traded company headquartered in Kirkland, Washington. The company provides power circuits for systems found in cloud computing, telecom infrastructures, automotive, industrial applications and consumer applications.
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