Advanced Micro Devices Inc (AMD)vsSTMicroelectronics NV ADR (STM)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
STM
STMicroelectronics NV ADR
$33.42
+4.60%
TECHNOLOGY · Cap: $28.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 194% more annual revenue ($34.64B vs $11.80B). AMD leads profitability with a 12.5% profit margin vs 1.4%. STM appears more attractively valued with a PEG of 0.45. AMD earns a higher WallStSmart Score of 65/100 (B-).
AMD
Strong Buy65
out of 100
Grade: B-
STM
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.3%
Fair Value
$122.15
Current Price
$220.27
$98.12 premium
Margin of Safety
-2764.8%
Fair Value
$1.22
Current Price
$33.42
$32.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.1% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Generating 2.4B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
0.2% revenue growth
ROE of 1.0% — below average capital efficiency
1.4% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMD
The strongest argument for AMD centers on Market Cap, Revenue Growth, Debt/Equity. Revenue growth of 34.1% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : STM
The strongest argument for STM centers on PEG Ratio, Price/Book. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are EPS Growth, Return on Equity, P/E Ratio. A P/E of 78.7x leaves little room for execution misses.
Bear Case : STM
The primary concerns for STM are Revenue Growth, Return on Equity, Profit Margin. A P/E of 177.5x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMD profiles as a growth stock while STM is a value play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.02 — 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 (65/100 vs 43/100) and 34.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 →STMicroelectronics NV ADR
TECHNOLOGY · SEMICONDUCTORS · USA
STMicroelectronics NV designs, develops, manufactures and markets semiconductor products in Europe, the Middle East, Africa, the Americas and Asia Pacific. The company is headquartered in Geneva, Switzerland.
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