AMD
Advanced Micro Devices, Inc.
AMD has the edge over CSCO overall, supported by stronger modeled upside and stronger fundamentals.
CSCO
Cisco Systems, Inc.
CSCO'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.
CSCO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Unavailable |
CSCO's revenue, profitability and cash flow are currently healthy. There isn't enough data to rate its balance sheet.
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.
CSCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $52.11 | -49% |
| Fair | 19x | $63.45 | -38% |
| Forward | 20x | $102 | — |
| Current | 27x | $102 | — |
| Expensive | 28x | $92.57 | -9.3% |
Historical ranges are pointers, not guarantees.
CSCO 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 CSCO on the outlook, with more favorable profitability expectations.
CSCO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for CSCO, with profitability 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 CSCO on earnings, with more consistent year-over-year improvement.
CSCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.14 | +54% |
| Q3 2026 | $3.33 | +31% |
| Q2 2026 | $3.01 | +23% |
| Q1 2026 | $2.78 | +21% |
| Q4 2025 | $2.59 | +11% |
| Q3 2025 | $2.55 | +0.4% |
| Q2 2025 | $2.45 | -18% |
| Q1 2025 | $2.29 | -30% |
| Q4 2024 | $2.33 | -30% |
CSCO earned $3.33 per share over the past year, up 31% 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 CSCO on sales, with more consistent year-over-year improvement.
| 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.
CSCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $17.3B | +18% |
| Q2 2026 | $15.8B | +12% |
| Q1 2026 | $15.3B | +9.7% |
| Q4 2025 | $14.9B | +7.5% |
| Q3 2025 | $14.7B | +7.6% |
| Q2 2025 | $14.1B | +11% |
| Q1 2025 | $14B | +9.4% |
| Q4 2024 | $13.8B | -5.6% |
CSCO's revenue has grown year over year for seven quarters in a row: $17.3B last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +3.7 points |
| Q2 2026 | 25% | +2.4 points |
| Q1 2026 | 25% | +2.4 points |
| Q4 2025 | 23% | +5.6 points |
| Q3 2025 | 21% | +1.8 points |
| Q2 2025 | 23% | +5.4 points |
| Q1 2025 | 22% | -1.9 points |
| Q4 2024 | 17% | -12 points |
CSCO has the edge over AMD on profitability, with a higher operating margin.
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 CSCO on cash flow, with more consistent year-over-year improvement.
CSCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5B | +24% |
| Q2 2026 | $3.3B | -12% |
| Q1 2026 | $1.5B | -24% |
| Q4 2025 | $2.9B | -16% |
| Q3 2025 | $4B | +14% |
| Q2 2025 | $3.8B | -0.2% |
| Q1 2025 | $2B | +218% |
| Q4 2024 | $3.4B | +54% |
CSCO's free cash flow has been positive every quarter for seven years: $12.8B over the past year, down 3.9% 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.
CSCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +5M shares |
| 1 year | -0.3% | -11M shares |
| 3 years | -2.9% | -118M shares |
| 5 years | -5.9% | -249M shares |
| Available history | -6.7% | -286M shares |
CSCO has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.5B |
| Q2 2026 | $1.3B |
| Q1 2026 | $1.4B |
| Q4 2025 | $2B |
| Q3 2025 | $1.3B |
| Q2 2025 | $1.5B |
| Q1 2025 | $1.2B |
| Q4 2024 | $2B |
CSCO spent $6.1B buying back its own shares over the past year, up 1.8% from 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.
CSCO Net Leverage
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).
CSCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 11.8 | Oversold |
CSCO's weekly RSI is 47 (neutral) and its Stochastic is 12 (oversold).
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.
CSCO PE vs Technology Sector
| Metric | CSCO | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2.4% below |
| PE % | 81 | 35 | 46 pts above |
CSCO 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 has the edge over CSCO on trend strength, trading above more of its moving averages.
CSCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $106.4 | 4.2% below |
| 20 week MA | $110.6 | 7.8% below |
| 50 week MA | $98.0 | 4.1% above |
| 100 week MA | $81.5 | 25% above |
| 200 week MA | $66.1 | 54% above |
CSCO has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 54% 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 CSCO on returns for 2026, with the stronger performance.
CSCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $47.8 | $44.5 | -6.8% |
| 2021 | $44.5 | $62.3 | +40% |
| 2022 | $62.3 | $47.5 | -24% |
| 2023 | $47.5 | $50.5 | +6.4% |
| 2024 | $50.5 | $59.6 | +18% |
| 2025 | $59.6 | $78.2 | +31% |
| 2026 YTD | $78.2 | $102.0 | +31% |
CSCO has finished higher in four of the last six years. It's up 31% so far in 2026.