Advanced Micro Devices Inc (AMD)vsToast Inc (TOST)
AMD
Advanced Micro Devices Inc
$429.56
-5.51%
TECHNOLOGY · Cap: $887.75B
TOST
Toast Inc
$32.60
+0.80%
TECHNOLOGY · Cap: $17.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 481% more annual revenue ($37.45B vs $6.45B). AMD leads profitability with a 13.4% profit margin vs 6.4%. TOST appears more attractively valued with a PEG of 0.25. TOST earns a higher WallStSmart Score of 67/100 (B-).
AMD
Buy61
out of 100
Grade: C+
TOST
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
-10.6%
Fair Value
$25.34
Current Price
$32.60
$7.26 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
Growing faster than its price suggests
Earnings expanding 123.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Revenue surging 21.9% year-over-year
Areas to Watch
Trading at 10.9x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 9.5x book value
6.4% margin — thin
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 1.28 suggests the stock is reasonably priced for its growth.
Bull Case : TOST
The strongest argument for TOST centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 21.9% demonstrates continued momentum. PEG of 0.25 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 181.7x leaves little room for execution misses.
Bear Case : TOST
The primary concerns for TOST are Price/Book, Profit Margin, P/E Ratio. A P/E of 44.9x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 2.47 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TOST scores higher overall (67/100 vs 61/100) and 21.9% revenue growth. Both earn "Strong 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 →Toast Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Toast, Inc. operates a cloud-based technology platform for the restaurant industry in the United States and Ireland. The company is headquartered in Boston, Massachusetts.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?