Advanced Micro Devices Inc (AMD)vsON Semiconductor Corporation (ON)
AMD
Advanced Micro Devices Inc
$201.33
-1.92%
TECHNOLOGY · Cap: $320.51B
ON
ON Semiconductor Corporation
$59.26
-0.05%
TECHNOLOGY · Cap: $24.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 478% more annual revenue ($34.64B vs $6.00B). AMD leads profitability with a 12.5% profit margin vs 2.0%. ON appears more attractively valued with a PEG of 0.23. AMD earns a higher WallStSmart Score of 65/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
ON
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.0%
Fair Value
$122.15
Current Price
$201.33
$79.18 premium
Margin of Safety
-3513.2%
Fair Value
$1.97
Current Price
$59.26
$57.29 premium
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
Growing faster than its price suggests
Every $100 of equity generates 150 in profit
Areas to Watch
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
2.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 11.2%
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 : ON
The strongest argument for ON centers on PEG Ratio, Return on Equity. PEG of 0.23 suggests the stock is reasonably priced for its growth.
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 : ON
The primary concerns for ON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 206.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMD profiles as a growth stock while ON 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 43/100) and 34.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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