AMD
Advanced Micro Devices, Inc.
AMD has the edge over CCSI overall, supported by stronger fundamentals and stronger valuation.
CCSI
Consensus Cloud Solutions, Inc.
CCSI's outlook is improving, though it still trails on the overall score.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
CCSI Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Strong | |
| Unavailable | |
| Stable |
CCSI's profitability is currently strong, and its balance sheet is stable. There isn't enough data to rate its revenue and cash flow.
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.
CCSI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 4.8x | $23.52 | -46% |
| Fair | 6.2x | $30.79 | -29% |
| Forward | 7x | $43.31 | — |
| Current | 8.8x | $43.31 | — |
| Expensive | 9.7x | $47.77 | +10% |
Historical ranges are pointers, not guarantees.
CCSI 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 |
AMD has the edge over CCSI on the outlook, with more favorable revenue expectations.
CCSI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect CCSI's earnings to grow and its profitability to improve, with its revenue holding steady.
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 CCSI on earnings, with more consistent year-over-year improvement.
CCSI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.21 | +26% |
| Q3 2026 | $4.94 | +17% |
| Q2 2026 | $4.94 | +19% |
| Q1 2026 | $4.58 | +6% |
| Q4 2025 | $4.35 | -5.8% |
| Q3 2025 | $4.21 | -7.9% |
| Q2 2025 | $4.15 | -12% |
| Q1 2025 | $4.32 | -4.6% |
| Q4 2024 | $4.62 | +17% |
CCSI's earnings per share have fallen from their peak: $4.94 over the past year, against $7.69 in mid-2021.
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 CCSI in the latest year-over-year revenue comparison.
| 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's operating margin was 21% last quarter, up 7.4 points from the same quarter a year ago.
CCSI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2022 | $91.8M | -50% |
| Q2 2022 | $93.2M | +6.1% |
| Q3 2021 | $182.1M | +7% |
CCSI's revenue is down over the past year, though its latest quarter was up: $91M last quarter, up 4.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q1 2023 | 37% | N/A |
| Q3 2022 | 36% | +4 points |
| Q2 2022 | 44% | -15 points |
| Q3 2021 | 32% | -5.2 points |
| Q2 2021 | 59% | N/A |
| Q1 2021 | 60% | N/A |
| Q4 2020 | 33% | N/A |
| Q3 2020 | 37% | N/A |
CCSI's operating margin was 37% last quarter, down 22 points from the same quarter a year ago.
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 generated $7.1B in free cash flow over the past year, up 30% from the year before.
CCSI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $38.6M | -13% |
| Q2 2026 | $25.5M | +25% |
| Q1 2026 | $38.5M | +14% |
| Q4 2025 | $7.3M | +133% |
| Q3 2025 | $44.4M | +32% |
| Q2 2025 | $20.3M | +29% |
| Q1 2025 | $33.7M | -5.6% |
| Q4 2024 | $3.1M | +$8.8M |
CCSI still generates free cash flow, though less than at its 2020 peak: $110M over the past year.
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.
CCSI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -127K shares |
| 1 year | -1% | -198K shares |
| 3 years | -3% | -592K shares |
| 5 years | -4.3% | -847K shares |
| Available history | -4.3% | -847K shares |
CCSI has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $20.9M |
| Q2 2026 | $9.7M |
| Q1 2026 | $17.2M |
| Q4 2025 | $8M |
| Q3 2025 | $2.6M |
| Q2 2025 | $12.5M |
| Q1 2025 | $34,000 |
| Q4 2024 | $300,000 |
CCSI spent $56M buying back its own shares over the past year, about four times what it spent the year before.
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.
CCSI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.7x | Moderate |
| Q2 2026 | 2.7x | Moderate |
| Q1 2026 | 2.8x | Moderate |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 3.1x | Elevated |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.3x | Elevated |
CCSI's net debt is about 2.6 years of its operating earnings (EBITDA), down from 2.9 years a year ago.
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).
CCSI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.4 | Neutral |
| Stochastic | 76.8 | Neutral |
CCSI's weekly RSI is 68 (neutral) and its Stochastic is 77 (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.
CCSI PE vs Technology Sector
| Metric | CCSI | Sector median | Relative |
|---|---|---|---|
| PE | 8.8x | 28x | 69% below |
| PE % | 78 | 45 | 33 pts above |
CCSI 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.
CCSI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $38.0 | 14% above |
| 20 week MA | $37.4 | 16% above |
| 50 week MA | $31.4 | 38% above |
| 100 week MA | $27.7 | 56% above |
| 200 week MA | $27.0 | 61% above |
CCSI is in an uptrend: it's above all five of its weekly moving averages, and 61% 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 CCSI on returns for 2026, with the stronger performance.
CCSI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $45.0 | $58.5 | +30% |
| 2022 | $58.5 | $53.3 | -8.9% |
| 2023 | $53.3 | $26.2 | -51% |
| 2024 | $26.2 | $23.9 | -8.8% |
| 2025 | $23.9 | $23.4 | -2.3% |
| 2026 YTD | $23.4 | $43.3 | +85% |
CCSI has finished four years in a row lower, and it's up 85% so far in 2026.