Advanced Micro Devices Inc (AMD)vsSPS Commerce Inc (SPSC)
AMD
Advanced Micro Devices Inc
$337.11
+4.30%
TECHNOLOGY · Cap: $577.96B
SPSC
SPS Commerce Inc
$56.12
+1.70%
TECHNOLOGY · Cap: $2.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 4509% more annual revenue ($34.64B vs $751.50M). AMD leads profitability with a 12.5% profit margin vs 12.4%. AMD appears more attractively valued with a PEG of 1.05. SPSC earns a higher WallStSmart Score of 63/100 (C+).
AMD
Buy63
out of 100
Grade: C+
SPSC
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+72.5%
Fair Value
$248.95
Current Price
$56.12
$192.83 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 46.9% YoY
Areas to Watch
Trading at 8.7x 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 : SPSC
The strongest argument for SPSC centers on Debt/Equity, Altman Z-Score, Price/Book. Revenue growth of 12.7% 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 : SPSC
The primary concerns for SPSC are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AMD profiles as a growth stock while SPSC 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 63/100) and 34.1% revenue growth. SPSC offers better value entry with a 72.5% 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 →SPS Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SPS Commerce, Inc. provides cloud-based supply chain management solutions globally. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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