Advanced Micro Devices Inc (AMD)vsMicron Technology Inc (MU)
AMD
Advanced Micro Devices Inc
$199.46
+2.91%
TECHNOLOGY · Cap: $320.51B
MU
Micron Technology Inc
$461.73
-3.78%
TECHNOLOGY · Cap: $497.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 22% more annual revenue ($42.31B vs $34.64B). MU leads profitability with a 28.1% profit margin vs 12.5%. AMD appears more attractively valued with a PEG of 0.58. MU earns a higher WallStSmart Score of 79/100 (B+).
AMD
Strong Buy65
out of 100
Grade: B-
MU
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.0%
Fair Value
$122.15
Current Price
$199.46
$77.31 premium
Margin of Safety
+6.1%
Fair Value
$491.87
Current Price
$461.73
$30.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.1% year-over-year
Earnings expanding 217.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Mega-cap, among the largest globally
Strong operational efficiency at 45.0%
Revenue surging 56.7% year-over-year
Earnings expanding 175.4% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Areas to Watch
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 8.8x 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 34.1% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : MU
The strongest argument for MU centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.1% and operating margin at 45.0%. Revenue growth of 56.7% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Return on Equity, P/E Ratio. A P/E of 75.3x leaves little room for execution misses.
Bear Case : MU
The primary concerns for MU are Price/Book, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.02 — expect wider price swings.
MU is growing revenue faster at 56.7% — sustainability is the question.
MU generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (79/100 vs 65/100), backed by strong 28.1% margins and 56.7% 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 →Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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