Advanced Micro Devices (AMD) Competitors

$157.40
+3.64 (+2.37%)
(As of 04/26/2024 05:45 PM ET)

AMD vs. AMAT, TXN, INTC, MU, ADI, AVGO, TSM, CRM, SAP, and ADBE

Should you be buying Advanced Micro Devices stock or one of its competitors? The main competitors of Advanced Micro Devices include Applied Materials (AMAT), Texas Instruments (TXN), Intel (INTC), Micron Technology (MU), Analog Devices (ADI), Broadcom (AVGO), Taiwan Semiconductor Manufacturing (TSM), Salesforce (CRM), SAP (SAP), and Adobe (ADBE). These companies are all part of the "computer and technology" sector.

Advanced Micro Devices vs.

Advanced Micro Devices (NASDAQ:AMD) and Applied Materials (NASDAQ:AMAT) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, community ranking, earnings, profitability, institutional ownership, media sentiment, valuation and risk.

Advanced Micro Devices has a beta of 1.64, suggesting that its share price is 64% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.59, suggesting that its share price is 59% more volatile than the S&P 500.

In the previous week, Advanced Micro Devices had 38 more articles in the media than Applied Materials. MarketBeat recorded 52 mentions for Advanced Micro Devices and 14 mentions for Applied Materials. Applied Materials' average media sentiment score of 0.94 beat Advanced Micro Devices' score of 0.66 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
30 Very Positive mention(s)
11 Positive mention(s)
4 Neutral mention(s)
6 Negative mention(s)
1 Very Negative mention(s)
Positive
Applied Materials
9 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Advanced Micro Devices received 48 more outperform votes than Applied Materials when rated by MarketBeat users. However, 72.06% of users gave Applied Materials an outperform vote while only 62.31% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Advanced Micro DevicesOutperform Votes
1931
62.31%
Underperform Votes
1168
37.69%
Applied MaterialsOutperform Votes
1883
72.06%
Underperform Votes
730
27.94%

Advanced Micro Devices presently has a consensus target price of $185.59, indicating a potential upside of 17.91%. Applied Materials has a consensus target price of $201.50, indicating a potential downside of 0.92%. Given Advanced Micro Devices' stronger consensus rating and higher possible upside, equities analysts clearly believe Advanced Micro Devices is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Micro Devices
0 Sell rating(s)
3 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.90
Applied Materials
1 Sell rating(s)
6 Hold rating(s)
19 Buy rating(s)
0 Strong Buy rating(s)
2.69

Applied Materials has higher revenue and earnings than Advanced Micro Devices. Applied Materials is trading at a lower price-to-earnings ratio than Advanced Micro Devices, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Advanced Micro Devices$22.68B11.22$854M$0.52302.70
Applied Materials$26.52B6.37$6.86B$8.5023.93

Applied Materials has a net margin of 27.03% compared to Advanced Micro Devices' net margin of 3.77%. Applied Materials' return on equity of 43.56% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices3.77% 5.73% 4.66%
Applied Materials 27.03%43.56%22.53%

71.3% of Advanced Micro Devices shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 0.7% of Advanced Micro Devices shares are held by company insiders. Comparatively, 0.3% of Applied Materials shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Advanced Micro Devices and Applied Materials tied by winning 9 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AMD and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AMD vs. The Competition

MetricAdvanced Micro DevicesSemiconductors & related devices IndustryComputer SectorNASDAQ Exchange
Market Cap$254.38B$43.11B$18.11B$7.56B
Dividend YieldN/A2.23%2.78%3.94%
P/E Ratio302.7025.99249.7319.16
Price / Sales11.2216.63522.6682.58
Price / Cash36.1420.6028.2235.03
Price / Book4.555.966.774.38
Net Income$854M$945.03M$563.45M$214.13M
7 Day Performance7.34%7.96%2.98%1.87%
1 Month Performance-12.36%-6.15%-2.79%-5.24%
1 Year Performance80.01%5.32%16.83%8.38%

Advanced Micro Devices Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMAT
Applied Materials
4.4301 of 5 stars
$189.46
-0.2%
$201.50
+6.4%
+84.4%$157.42B$26.52B22.2934,000
TXN
Texas Instruments
4.8174 of 5 stars
$163.43
+2.3%
$176.68
+8.1%
+7.9%$148.73B$17.52B23.1534,000Earnings Report
Dividend Announcement
Analyst Report
Analyst Revision
News Coverage
INTC
Intel
4.7862 of 5 stars
$34.41
+0.6%
$42.62
+23.9%
+9.7%$145.49B$54.23B88.23124,800Dividend Announcement
Analyst Report
Short Interest ↑
News Coverage
Gap Down
MU
Micron Technology
4.0222 of 5 stars
$109.12
+2.2%
$122.20
+12.0%
+88.2%$120.84B$15.54B-31.6343,000Insider Selling
ADI
Analog Devices
4.8858 of 5 stars
$186.31
+1.6%
$208.17
+11.7%
+11.8%$92.39B$12.31B33.3326,000
AVGO
Broadcom
4.7686 of 5 stars
$1,224.46
+1.6%
$1,285.41
+5.0%
+118.1%$567.44B$35.82B45.3820,000Short Interest ↑
TSM
Taiwan Semiconductor Manufacturing
3.9583 of 5 stars
$129.77
+1.6%
$157.00
+21.0%
+68.1%$673.04B$69.30B24.7273,090Gap Down
CRM
Salesforce
4.8175 of 5 stars
$273.83
+1.3%
$310.61
+13.4%
+43.2%$265.62B$34.86B65.2072,682Insider Selling
SAP
SAP
3.7946 of 5 stars
$178.18
+1.4%
$193.80
+8.8%
+39.6%$210.18B$31.21B30.67107,602Analyst Report
ADBE
Adobe
4.8497 of 5 stars
$466.89
+0.4%
$620.72
+32.9%
+31.5%$209.17B$19.41B44.6429,945

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This page (NASDAQ:AMD) was last updated on 4/27/2024 by MarketBeat.com Staff

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