Advanced Micro Devices Inc (AMD)vsSynnex Corporation (SNX)
AMD
Advanced Micro Devices Inc
$485.39
+13.00%
TECHNOLOGY · Cap: $887.75B
SNX
Synnex Corporation
$248.68
+0.61%
TECHNOLOGY · Cap: $19.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 86% more annual revenue ($69.77B vs $37.45B). AMD leads profitability with a 13.4% profit margin vs 1.6%. SNX appears more attractively valued with a PEG of 0.91. SNX earns a higher WallStSmart Score of 72/100 (B).
AMD
Buy61
out of 100
Grade: C+
SNX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+35.5%
Fair Value
$263.65
Current Price
$248.68
$14.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 37.8% year-over-year
Earnings expanding 91.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Generating 2.6B in free cash flow
Revenue surging 31.0% year-over-year
Earnings expanding 87.9% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 12.3x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
1.6% margin — thin
Operating margin of 2.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 37.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bull Case : SNX
The strongest argument for SNX centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.0% demonstrates continued momentum. PEG of 0.91 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 181.7x leaves little room for execution misses.
Bear Case : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMD profiles as a growth stock while SNX is a hypergrowth play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.47 — expect wider price swings.
AMD is growing revenue faster at 37.8% — sustainability is the question.
AMD generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
SNX scores higher overall (72/100 vs 61/100) and 31.0% 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 →Synnex Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, California.
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