Advanced Micro Devices Inc (AMD)vsTeledyne Technologies Incorporated (TDY)
AMD
Advanced Micro Devices Inc
$445.50
-0.62%
TECHNOLOGY · Cap: $666.04B
TDY
Teledyne Technologies Incorporated
$632.58
+1.80%
TECHNOLOGY · Cap: $29.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 502% more annual revenue ($37.45B vs $6.23B). TDY leads profitability with a 15.0% profit margin vs 13.4%. AMD appears more attractively valued with a PEG of 1.05. TDY earns a higher WallStSmart Score of 64/100 (C+).
AMD
Buy61
out of 100
Grade: C+
TDY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
-6.3%
Fair Value
$622.17
Current Price
$632.58
$10.41 premium
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
Reasonable price relative to book value
Earnings expanding 21.6% YoY
Areas to Watch
Trading at 11.5x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
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 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : TDY
The strongest argument for TDY centers on Price/Book, EPS Growth. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bear Case : AMD
The primary concerns for AMD are Price/Book, P/E Ratio. A P/E of 137.1x leaves little room for execution misses.
Bear Case : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
AMD profiles as a growth stock while TDY is a value 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 37.8% — sustainability is the question.
AMD generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
TDY scores higher overall (64/100 vs 61/100). 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 →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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