Advanced Micro Devices Inc (AMD)vsScanSource Inc (SCSC)
AMD
Advanced Micro Devices Inc
$354.49
+5.16%
TECHNOLOGY · Cap: $577.96B
SCSC
ScanSource Inc
$41.12
+2.03%
TECHNOLOGY · Cap: $892.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1046% more annual revenue ($34.64B vs $3.02B). AMD leads profitability with a 12.5% profit margin vs 2.4%. SCSC appears more attractively valued with a PEG of 0.61. AMD earns a higher WallStSmart Score of 63/100 (C+).
AMD
Buy63
out of 100
Grade: C+
SCSC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+73.5%
Fair Value
$130.62
Current Price
$41.12
$89.50 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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Trading at 9.2x book value
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
2.5% revenue growth
Smaller company, higher risk/reward
2.4% margin — thin
Operating margin of 2.6%
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 : SCSC
The strongest argument for SCSC centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 0.61 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 135.3x leaves little room for execution misses.
Bear Case : SCSC
The primary concerns for SCSC are Revenue Growth, Market Cap, Profit Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMD profiles as a growth stock while SCSC is a value 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
AMD scores higher overall (63/100 vs 58/100) and 34.1% revenue growth. SCSC offers better value entry with a 73.5% margin of safety. Both earn "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 →ScanSource Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
ScanSource, Inc. distributes technology products and solutions in the United States, Canada, and internationally. The company is headquartered in Greenville, South Carolina.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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