Stacking Up AMD Against Its Peers – Is It Still a Buy?
Here is how AMD stacks up against its peers in size, valuation, growth and margin.
- AMD’s operating margin of 10.3% is not bad but it trails that of all of its peers.
- AMD’s revenue growth of 21.7% in the last 12 months is considered solid, outpacing ADI, NXPI, TXN but lagging MPWR, AVGO.
- AMD’s stock is down 0.7% over the past year. Only MPWR, and NXPI have fallen more.
| AMD | MPWR | AVGO | ADI | NXPI | TXN | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 250.6 | 34.5 | 1,311.3 | 116.8 | 58.0 | 195.6 |
| Revenue ($ Bil) | 27.8 | 2.4 | 57.0 | 9.8 | 12.6 | 16.0 |
| PE Ratio | 112.5 | 18.8 | 101.5 | 63.8 | 23.1 | 40.1 |
| LTM Revenue Growth | 21.7% | 30.6% | 33.9% | -6.2% | -5.0% | -4.5% |
| LTM Operating Margin | 10.3% | 25.7% | 37.5% | 23.5% | 27.5% | 34.3% |
| LTM FCF Margin | 9.9% | 26.2% | 39.8% | 33.5% | 15.1% | 9.1% |
| 12M Market Return | -0.7% | -15.3% | 74.9% | -0.2% | -18.2% | 7.5% |
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| AMD | 21.7% | 13.7% | -3.9% | 43.6% |
| MPWR | 30.6% | 21.2% | 1.5% | 48.5% |
| AVGO | 33.9% | 44.0% | 7.9% | 21.0% |
| ADI | -6.2% | -23.4% | 2.4% | 64.2% |
| NXPI | -5.0% | -5.0% | 0.5% | 19.4% |
| TXN | -4.5% | -10.7% | -12.5% | 9.2% |
Operating Margin Comparison
Relevant Articles
- Advanced Micro Devices Stock Drop Looks Sharp, But How Deep Can It Go?
- What Could Set Advanced Micro Devices Stock on Fire
- AMD Stock: Unintended Victim Of The Week’s Two Biggest News Stories?
- Advanced Micro Devices Stock Surged 120%, Here’s Why
- Advanced Micro Devices Stock To $143?
- Would You Still Hold Advanced Micro Devices Stock If It Fell Another 30%?
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| AMD | 10.3% | 8.1% | 1.8% | 5.4% |
| MPWR | 25.7% | 24.4% | 26.5% | 29.4% |
| AVGO | 37.5% | 29.1% | 45.9% | 43.0% |
| ADI | 23.5% | 22.0% | 32.4% | 29.6% |
| NXPI | 27.5% | 27.5% | 27.7% | 28.7% |
| TXN | 34.3% | 34.1% | 41.8% | 51.9% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| AMD | 74.7 | 119.2 | 278.6 | 76.6 |
| MPWR | 15.2 | 16.1 | 70.3 | 37.8 |
| AVGO | 61.0 | 181.9 | 32.9 | 19.9 |
| ADI | 54.6 | 64.5 | 30.1 | 31.0 |
| NXPI | 19.3 | 21.1 | 21.2 | 14.8 |
| TXN | 33.6 | 35.6 | 23.8 | 17.3 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.