Advanced Micro Devices Inc (AMD)vsTransAct Technologies Incorporated (TACT)
AMD
Advanced Micro Devices Inc
$408.46
-3.07%
TECHNOLOGY · Cap: $556.85B
TACT
TransAct Technologies Incorporated
$3.49
0.00%
TECHNOLOGY · Cap: $35.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 67186% more annual revenue ($34.64B vs $51.48M). AMD leads profitability with a 12.5% profit margin vs -2.4%. TACT appears more attractively valued with a PEG of 0.75. AMD earns a higher WallStSmart Score of 63/100 (C+).
AMD
Buy63
out of 100
Grade: C+
TACT
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+61.5%
Fair Value
$9.31
Current Price
$3.49
$5.82 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 2.6B in free cash flow
Reasonable price relative to book value
Earnings expanding 80.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Trading at 10.6x book value
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -4.0% — below average capital efficiency
Currently unprofitable
Operating margin of -10.1%
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 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : TACT
The strongest argument for TACT centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 11.9% demonstrates continued momentum. PEG of 0.75 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 138.8x leaves little room for execution misses.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
AMD profiles as a growth stock while TACT is a turnaround play — different risk/reward profiles.
AMD carries more volatility with a beta of 2.40 — expect wider price swings.
AMD is growing revenue faster at 34.1% — sustainability is the question.
AMD generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
AMD scores higher overall (63/100 vs 57/100) and 34.1% revenue growth. TACT offers better value entry with a 61.5% 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 →TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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