Advanced Micro Devices Inc (AMD)vsTTM Technologies Inc (TTMI)
AMD
Advanced Micro Devices Inc
$337.11
+5.16%
TECHNOLOGY · Cap: $577.96B
TTMI
TTM Technologies Inc
$137.50
-0.07%
TECHNOLOGY · Cap: $14.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Advanced Micro Devices Inc generates 1092% more annual revenue ($34.64B vs $2.91B). AMD leads profitability with a 12.5% profit margin vs 6.1%. TTMI appears more attractively valued with a PEG of 0.36. AMD earns a higher WallStSmart Score of 63/100 (C+).
AMD
Buy63
out of 100
Grade: C+
TTMI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+29.1%
Fair Value
$129.58
Current Price
$137.50
$7.92 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 2.4B in free cash flow
Growing faster than its price suggests
Earnings expanding 828.0% YoY
19.0% revenue growth
Areas to Watch
Trading at 8.7x book value
ROE of 7.1% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 8.1x book value
6.1% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, EPS Growth, Revenue Growth. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.36 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 135.3x leaves little room for execution misses.
Bear Case : TTMI
The primary concerns for TTMI are Price/Book, Profit Margin, P/E Ratio. A P/E of 81.8x leaves little room for execution misses.
Key Dynamics to Monitor
AMD carries more volatility with a beta of 1.96 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMD scores higher overall (63/100 vs 61/100) and 34.1% revenue growth. TTMI offers better value entry with a 29.1% 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 →TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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