AMD
Advanced Micro Devices, Inc.
AMD has the edge over APPF overall, supported by stronger modeled upside and stronger fundamentals.
APPF
AppFolio, Inc.
APPF has slightly lower modeled downside risk, despite its lower overall score.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
APPF Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
APPF's revenue, profitability, cash flow and balance sheet are all currently healthy.
AMD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 39x | $585 | — |
| Cheap | 40x | $182 | -69% |
| Fair | 112x | $514 | -12% |
| Current | 127x | $585 | — |
| Expensive | 206x | $947 | +62% |
Historical ranges are pointers, not guarantees.
AMD's PE is in its fair range at 127x. If earnings grow as analysts expect, today's price would be 39x next year's earnings, in its cheap range.
APPF PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 28x | $223 | — |
| Cheap | 36x | $170 | -24% |
| Current | 47x | $223 | — |
| Fair | 50x | $235 | +5.4% |
| Expensive | 178x | $844 | +279% |
Historical ranges are pointers, not guarantees.
APPF has the edge over AMD in the historical PE scenario, which offers more potential upside but is not a forecast.
AMD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Low |
Analysts expect strong earnings and revenue growth for AMD, with profitability improving. However, they disagree widely on these estimates.
APPF Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for APPF, with profitability improving.
AMD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $15.05 | +227% |
| Q3 2026 | $4.60 | +127% |
| Q2 2026 | $3.89 | +122% |
| Q1 2026 | $3.05 | +123% |
| Q4 2025 | $2.65 | +165% |
| Q3 2025 | $2.03 | +81% |
| Q2 2025 | $1.75 | +111% |
| Q1 2025 | $1.37 | +99% |
| Q4 2024 | $1.00 | +89% |
AMD has the edge over APPF on earnings, with more consistent year-over-year improvement.
APPF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.98 | +68% |
| Q3 2026 | $4.74 | -15% |
| Q2 2026 | $4.38 | -21% |
| Q1 2026 | $4.20 | -22% |
| Q4 2025 | $3.88 | -30% |
| Q3 2025 | $5.57 | +53% |
| Q2 2025 | $5.54 | +61% |
| Q1 2025 | $5.36 | +154% |
| Q4 2024 | $5.55 | +7829% |
APPF earned $4.74 per share over the past year, down 15% from the year before.
AMD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $13.4B | +45% |
| Q2 2026 | $11.5B | +50% |
| Q1 2026 | $10.3B | +38% |
| Q4 2025 | $10.3B | +34% |
| Q3 2025 | $9.2B | +36% |
| Q2 2025 | $7.7B | +32% |
| Q1 2025 | $7.4B | +36% |
| Q4 2024 | $7.7B | +24% |
AMD has the edge over APPF on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +7.4 points |
| Q2 2026 | 17% | +19 points |
| Q1 2026 | 14% | +3.6 points |
| Q4 2025 | 17% | +5.7 points |
| Q3 2025 | 14% | +3.1 points |
| Q2 2025 | -1.7% | -6.4 points |
| Q1 2025 | 11% | +10 points |
| Q4 2024 | 11% | +5.8 points |
AMD has the edge over APPF on profitability, with a higher operating margin.
APPF Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $295.7M | +19% |
| Q2 2026 | $281.1M | +19% |
| Q1 2026 | $262.2M | +20% |
| Q4 2025 | $248.2M | +22% |
| Q3 2025 | $249.4M | +21% |
| Q2 2025 | $235.6M | +19% |
| Q1 2025 | $217.7M | +16% |
| Q4 2024 | $203.7M | +19% |
APPF's revenue has grown year over year every quarter since late 2020: $296M last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +5.4 points |
| Q2 2026 | 19% | +1.6 points |
| Q1 2026 | 19% | +3.8 points |
| Q4 2025 | 18% | +6.3 points |
| Q3 2025 | 14% | -6.6 points |
| Q2 2025 | 17% | -1.1 points |
| Q1 2025 | 16% | -2.7 points |
| Q4 2024 | 11% | -5.2 points |
APPF's operating margin was 19% last quarter, up 5.4 points from the same quarter a year ago, near the top of its range since 2019.
AMD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $554M | -71% |
| Q2 2026 | $1.6B | -9.9% |
| Q1 2026 | $2.6B | +253% |
| Q4 2025 | $2.4B | +118% |
| Q3 2025 | $1.9B | +283% |
| Q2 2025 | $1.7B | +294% |
| Q1 2025 | $727M | +92% |
| Q4 2024 | $1.1B | +351% |
AMD has the edge over APPF on cash flow, with stronger typical year-over-year growth.
APPF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $96.8M | +14% |
| Q2 2026 | $87.6M | +67% |
| Q1 2026 | $34.1M | -11% |
| Q4 2025 | $63.7M | +75% |
| Q3 2025 | $84.7M | +47% |
| Q2 2025 | $52.4M | +3% |
| Q1 2025 | $38.2M | -7.9% |
| Q4 2024 | $36.4M | +30% |
APPF generated $282M in free cash flow over the past year, up 33% from the year before.
AMD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +2M shares |
| 1 year | +1.2% | +20M shares |
| 3 years | +2% | +32M shares |
| 5 years | +35% | +431M shares |
| Available history | +40% | +473M shares |
AMD has 1.7B diluted shares, up 1.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $221M |
| Q4 2025 | — |
| Q3 2025 | $89M |
| Q2 2025 | $478M |
| Q1 2025 | $749M |
| Q4 2024 | $256M |
AMD has spent almost nothing on buybacks in the past year.
APPF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +117K shares |
| 1 year | -1.9% | -681K shares |
| 3 years | -2.5% | -904K shares |
| 5 years | +2.8% | +964K shares |
| Available history | 0% | +11K shares |
APPF has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.2M |
| Q2 2026 | — |
| Q1 2026 | $125M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $50M |
| Q1 2025 | $95.8M |
| Q4 2021 | — |
APPF spent $129M buying back its own shares over the past year.
AMD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2020 | -1.0x | Net Cash |
| Q1 2020 | -0.8x | Net Cash |
| Q4 2019 | -1.2x | Net Cash |
AMD has more cash than debt.
APPF Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.2x | Net Cash |
| Q2 2026 | -1.1x | Net Cash |
| Q1 2026 | -0.8x | Net Cash |
| Q4 2025 | -0.6x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
APPF has more cash than debt.
AMD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.3 | Neutral |
| Stochastic | 41.4 | Neutral |
AMD's weekly RSI is 59 (neutral) and its Stochastic is 41 (neutral).
APPF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.2 | Neutral |
| Stochastic | 70.3 | Neutral |
APPF's weekly RSI is 59 (neutral) and its Stochastic is 70 (neutral).
AMD PE vs Technology Sector
| Metric | AMD | Sector median | Relative |
|---|---|---|---|
| PE | 127x | 28x | 357% above |
| PE % | 61 | 35 | 26 pts above |
AMD is trading at 127x earnings, a 357% premium to the Technology sector's median of 28x.
APPF PE vs Technology Sector
| Metric | APPF | Sector median | Relative |
|---|---|---|---|
| PE | 47x | 28x | 69% above |
| PE % | 46 | 35 | 11 pts above |
APPF has the edge over AMD on valuation relative to its sector.
AMD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $557.2 | 5.1% above |
| 20 week MA | $525.9 | 11% above |
| 50 week MA | $389.7 | 50% above |
| 100 week MA | $266.9 | 119% above |
| 200 week MA | $199.6 | 193% above |
AMD is in an uptrend: it's above all five of its weekly moving averages, and 193% above its 200-week average.
APPF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $212.4 | 4.9% above |
| 20 week MA | $203.5 | 9.5% above |
| 50 week MA | $191.3 | 16% above |
| 100 week MA | $215.4 | 3.4% above |
| 200 week MA | $205.2 | 8.6% above |
APPF is in an uptrend: it's above all five of its weekly moving averages, and 8.6% above its 200-week average.
AMD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $46.2 | $91.8 | +99% |
| 2021 | $91.8 | $146.1 | +59% |
| 2022 | $146.1 | $64.5 | -56% |
| 2023 | $64.5 | $147.4 | +128% |
| 2024 | $147.4 | $125.2 | -15% |
| 2025 | $125.2 | $215.0 | +72% |
| 2026 YTD | $215.0 | $585.3 | +172% |
AMD has the edge over APPF on returns for 2026, with the stronger performance.
APPF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $111.1 | $180.6 | +63% |
| 2021 | $180.6 | $127.4 | -29% |
| 2022 | $127.4 | $104.6 | -18% |
| 2023 | $104.6 | $173.2 | +66% |
| 2024 | $173.2 | $249.9 | +44% |
| 2025 | $249.9 | $237.3 | -5% |
| 2026 YTD | $237.3 | $222.8 | -6.1% |
APPF has finished lower in three of the last six years. It's down 6.1% so far in 2026.