Advanced Micro Devices Inc (AMD)vsUnited Microelectronics (UMC)
AMD
Advanced Micro Devices Inc
$516.10
-3.56%
TECHNOLOGY · Cap: $850.42B
UMC
United Microelectronics
$22.18
-2.94%
TECHNOLOGY · Cap: $56.36B
Smart Verdict
WallStSmart Research — data-driven comparison
United Microelectronics generates 543% more annual revenue ($240.73B vs $37.45B). UMC leads profitability with a 20.8% profit margin vs 13.4%. AMD appears more attractively valued with a PEG of 1.23. UMC earns a higher WallStSmart Score of 67/100 (B-).
AMD
Buy61
out of 100
Grade: C+
UMC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AMD.
Margin of Safety
+13.3%
Fair Value
$24.71
Current Price
$22.18
$2.53 discount
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
Earnings expanding 108.1% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Generating 8.8B in free cash flow
Areas to Watch
Trading at 13.0x book value
ROE of 7.8% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : UMC
The strongest argument for UMC centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 20.8% and operating margin at 18.5%.
Bear Case : AMD
The primary concerns for AMD are Price/Book, Return on Equity, P/E Ratio. A P/E of 172.7x leaves little room for execution misses.
Bear Case : UMC
The primary concerns for UMC are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
AMD profiles as a growth stock while UMC is a mature 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.
UMC generates stronger free cash flow (8.8B), providing more financial flexibility.
Bottom Line
UMC scores higher overall (67/100 vs 61/100), backed by strong 20.8% margins. 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 →United Microelectronics
TECHNOLOGY · SEMICONDUCTORS · USA
United Microelectronics Corporation is a semiconductor wafer foundry in Taiwan, Singapore, China, Hong Kong, Japan, the United States, Europe, and internationally. The company is headquartered in Hsinchu City, Taiwan.
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