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AMD$511.22-0.96%
Fair $511.22+0.0%

AMD

Advanced Micro Devices, Inc.

Technology / SemiconductorsNasdaqGS

$511.22

-4.95 (-0.96%)

Fairly Valued+0.0%Fair Value $511.22Fund rank 36/100 · Data gapFallback financials|
SA 69/B
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

69/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · AMDLocal privado en este navegador · Advanced Micro Devices, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$833.6B

P/E

171.0x

↑

EV/EBITDA

114.7x

↑

ROE

6.9%

↑

Gross Margin

49.5%

↑

Debt/Equity

0.06

↓
52-Week Range$511
$109$527

TradingView lightweight chart

AMD price, volumen y niveles de valoración

Último $511.15Periodo +3197.8%
Fair value: $511.22

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

19.4%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.64B · net income $4.33B · FCF $6.74B

2008-FY → 2025-FY

Gross margin

49.5%— pts

Operating margin

10.7%— pts

Net margin

12.5%— pts

FCF margin

19.4%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$34.64B$34.64B$25.79B$22.68B$23.60B$16.43B$9.76B$6.73B$6.47B$5.25B$4.32B$3.99B$5.51B$5.30B$5.42B$6.57B$6.49B——
Net Income$4.33B$4.33B$1.64B$854.0M$1.32B$3.16B$2.49B$341.0M$337.0M$-33.0M$-498.0M$-660.0M$-403.0M$-83.0M$-1.18B$491.0M$471.0M$293.0M$-3.10B
EBITDA$7.28B$7.28B$5.14B$4.05B$5.53B——$853.0M$621.0M$271.0M$-240.0M$-314.0M$48.0M$339.0M$-796.0M$685.0M$1.23B$1.79B$-732.0M
EPS2.652.651.000.530.842.572.060.300.32-0.03-0.60-0.84-0.53-0.11-1.600.660.640.45-5.15
Gross Margin49.5%49.5%49.4%46.1%44.9%48.2%44.5%42.6%37.8%34.0%23.2%27.1%33.4%37.3%22.8%44.8%45.6%——
Operating Margin10.7%10.7%8.1%1.8%5.4%22.2%14.0%9.4%7.0%2.4%-8.6%-12.1%-2.8%1.9%-19.5%5.6%13.1%——
Net Margin12.5%12.5%6.4%3.8%5.6%19.2%25.5%5.1%5.2%-0.6%-11.5%-16.5%-7.3%-1.6%-21.8%7.5%7.3%——
Balance Sheet
Debt/Equity0.060.060.040.050.050.000.060.170.882.223.01-5.7310.833.65—1.30———
Current Ratio2.732.73—————————————————
Cash Flow
Free Cash Flow$6.74B$6.74B$2.40B$1.12B$3.12B$3.22B$777.0M$276.0M$-129.0M$-101.0M$4.0M$-322.0M$-193.0M$-232.0M$-471.0M$132.0M$-560.0M$7.0M$-1.32B
Returns
ROE6.9%6.9%2.9%1.5%2.4%42.2%42.7%12.1%26.6%-5.5%-104.4%188.6%-215.5%-15.3%-219.9%30.9%46.5%45.2%-2437.8%
Valuation
P/E170.98170.98125.37261.4776.14——————————————
EV/EBITDA114.73114.7339.5855.3617.80——————————————
P/B13.2813.283.574.031.84——————————————
Growth & Yield
Revenue Growth34.3%34.3%13.7%-3.9%—68.3%45.0%4.0%23.3%21.6%8.2%-27.5%3.9%-2.3%-17.4%1.1%———
EPS Growth165.0%165.0%88.7%-36.9%—24.8%586.7%-6.3%1166.7%95.0%28.6%-58.5%-381.8%93.1%-342.4%3.1%42.2%108.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

157.7%

muy exigente

EPS terminal req.

$45.36

Spread vs growth

7.3%

5Y implied EPS CAGR

83.3%

muy exigente

EPS terminal req.

$54.89

Spread vs growth

81.7%

10Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$88.40

Spread vs growth

123.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +361.6%

Total return

+361.6%

Start / end P/E

110.7x → 192.9x

EPS bridge

1.00 → 2.65

Residual

+122.4%

EPS growth+165.0%
Multiple rerating+74.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term+122.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.