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AMD.MX$8897.48+0.83%
Fair $8897.48+0.0%

AMD.MX

Advanced Micro Devices, Inc.

Technology / SemiconductorsMexico

$8897.48

+72.81 (+0.83%)

Fairly Valued+0.0%Fair Value $8897.48Fund rank 36/100 · Data gapFallback financials|
SA 71/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

71/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
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 · AMD.MXLocal 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

$14.51T

P/E

170.9x

↑

EV/EBITDA

2000.6x

↑

ROE

6.9%

↑

Gross Margin

49.5%

↑

Debt/Equity

0.06

↓
52-Week Range$8897
$2110$9106

TradingView lightweight chart

AMD.MX price, volumen y niveles de valoración

Último $8,897Periodo +5609.7%
Fair value: $8,897

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+13.6%

FCF CAGR

+29.3%

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

2022-FY → 2025-FY

Gross margin

49.5%+4.6% pts

Operating margin

10.7%+5.3% pts

Net margin

12.5%+6.9% pts

FCF margin

19.4%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.64B$34.64B$25.79B$22.68B$23.60B
Net Income$4.33B$4.33B$1.64B$854.0M$1.32B
EBITDA$7.28B$7.28B$5.14B$4.05B$5.53B
EPS2.652.651.000.530.84
Gross Margin49.5%49.5%49.4%46.1%44.9%
Operating Margin10.7%10.7%8.1%1.8%5.4%
Net Margin12.5%12.5%6.4%3.8%5.6%
Balance Sheet
Debt/Equity0.060.060.040.050.05
Current Ratio2.732.73———
Cash Flow
Free Cash Flow$6.74B$6.74B$2.40B$1.12B$3.12B
Returns
ROE6.9%6.9%2.9%1.5%2.4%
Valuation
P/E170.88170.882585.684414.001459.71
EV/EBITDA2000.632000.63822.39938.19347.73
P/B231.06231.0673.5368.0235.18
Growth & Yield
Revenue Growth34.3%34.3%13.7%-3.9%—
EPS Growth165.0%165.0%88.7%-36.9%—

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

567.9%

muy exigente

EPS terminal req.

$789.50

Spread vs growth

-402.9%

5Y implied EPS CAGR

224.6%

muy exigente

EPS terminal req.

$955.30

Spread vs growth

-59.6%

10Y implied EPS CAGR

89.0%

muy exigente

EPS terminal req.

$1538.52

Spread vs growth

76.0%

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 +312.3%

Total return

+312.3%

Start / end P/E

2157.8x → 3357.5x

EPS bridge

1.00 → 2.65

Residual

+91.7%

EPS growth+165.0%
Multiple rerating+55.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+91.7%

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.