Advanced Micro Devices Inc (AMD)vsQualys Inc (QLYS)
AMD
Advanced Micro Devices Inc
$354.49
+5.16%
TECHNOLOGY · Cap: $577.96B
QLYS
Qualys Inc
$89.60
+4.55%
TECHNOLOGY · Cap: $2.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 5077% more annual revenue ($34.64B vs $669.13M). QLYS leads profitability with a 29.6% profit margin vs 12.5%. AMD appears more attractively valued with a PEG of 1.05. QLYS earns a higher WallStSmart Score of 66/100 (B-).
AMD
Buy63
out of 100
Grade: C+
QLYS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
-25.6%
Fair Value
$87.79
Current Price
$89.60
$1.81 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
Generating 2.4B in free cash flow
Every $100 of equity generates 38 in profit
Strong operational efficiency at 33.6%
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Earnings expanding 23.6% YoY
Areas to Watch
Trading at 9.2x book value
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
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 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : QLYS
The strongest argument for QLYS centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 33.6%. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 135.3x leaves little room for execution misses.
Bear Case : QLYS
The primary concerns for QLYS are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AMD profiles as a growth stock while QLYS is a mature play — different risk/reward profiles.
AMD carries more volatility with a beta of 1.96 — 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
QLYS scores higher overall (66/100 vs 63/100), backed by strong 29.6% margins and 10.1% 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 →Qualys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company is headquartered in Foster City, California.
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