Advanced Micro Devices Inc (AMD)vsQualcomm Incorporated (QCOM)
AMD
Advanced Micro Devices Inc
$421.39
+18.61%
TECHNOLOGY · Cap: $556.85B
QCOM
Qualcomm Incorporated
$192.57
+3.23%
TECHNOLOGY · Cap: $177.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 28% more annual revenue ($44.49B vs $34.64B). QCOM leads profitability with a 22.3% profit margin vs 12.5%. QCOM appears more attractively valued with a PEG of 0.76. QCOM earns a higher WallStSmart Score of 72/100 (B).
AMD
Buy63
out of 100
Grade: C+
QCOM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+15.3%
Fair Value
$220.25
Current Price
$192.57
$27.68 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
Generating 2.4B in free cash flow
Every $100 of equity generates 36 in profit
Earnings expanding 173.0% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Trading at 10.9x book value
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 9.0x book value
Revenue declined 3.5%
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 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : QCOM
The strongest argument for QCOM centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 22.3% and operating margin at 22.1%. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 138.8x leaves little room for execution misses.
Bear Case : QCOM
The primary concerns for QCOM are Price/Book, Revenue Growth.
Key Dynamics to Monitor
AMD profiles as a growth stock while QCOM is a declining play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.40 — 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
QCOM scores higher overall (72/100 vs 63/100), backed by strong 22.3% margins. 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 →Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?