Advanced Micro Devices Inc (AMD)vsTeradyne Inc (TER)
AMD
Advanced Micro Devices Inc
$220.27
+7.26%
TECHNOLOGY · Cap: $334.84B
TER
Teradyne Inc
$323.36
+1.01%
TECHNOLOGY · Cap: $50.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 986% more annual revenue ($34.64B vs $3.19B). TER leads profitability with a 17.4% profit margin vs 12.5%. AMD appears more attractively valued with a PEG of 0.60. TER earns a higher WallStSmart Score of 70/100 (B).
AMD
Strong Buy65
out of 100
Grade: B-
TER
Strong Buy70
out of 100
Grade: B
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
-98.5%
Fair Value
$161.93
Current Price
$323.36
$161.43 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
Strong operational efficiency at 30.3%
Revenue surging 43.9% year-over-year
Earnings expanding 81.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
2.2% earnings growth
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 18.1x book value
Premium valuation, high expectations priced in
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 : TER
The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 17.4% and operating margin at 30.3%. Revenue growth of 43.9% demonstrates continued momentum.
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 : TER
The primary concerns for TER are PEG Ratio, Price/Book, P/E Ratio. A P/E of 92.5x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.02 — expect wider price swings.
TER is growing revenue faster at 43.9% — sustainability is the question.
AMD generates stronger free cash flow (2.4B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TER scores higher overall (70/100 vs 65/100), backed by strong 17.4% margins and 43.9% revenue growth. Both earn "Strong Buy" and "Strong 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 →Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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