AMD
Advanced Micro Devices, Inc.
AMD has the edge over CTSH overall, supported by stronger fundamentals and stronger modeled upside.
CTSH
Cognizant Technology Solutions Corporation
CTSH has 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.
CTSH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
CTSH's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
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.
CTSH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 10x | $63.75 | — |
| Current | 12x | $63.75 | — |
| Cheap | 14x | $75.47 | +18% |
| Fair | 17x | $92.95 | +46% |
| Expensive | 23x | $128 | +100% |
Historical ranges are pointers, not guarantees.
CTSH 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 CTSH on the outlook, with more favorable revenue expectations.
CTSH Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Improving | |
| Moderate | |
| High |
Analysts expect CTSH'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 CTSH on earnings, with more consistent year-over-year improvement.
CTSH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.16 | +12% |
| Q3 2026 | $5.49 | +27% |
| Q2 2026 | $4.66 | -5.3% |
| Q1 2026 | $4.61 | -2.9% |
| Q4 2025 | $4.56 | +1.1% |
| Q3 2025 | $4.31 | -4.9% |
| Q2 2025 | $4.92 | +12% |
| Q1 2025 | $4.75 | +14% |
| Q4 2024 | $4.51 | +7.1% |
CTSH earned $5.49 per share over the past year, up 27% 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 CTSH 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 CTSH on profitability, with a higher operating margin.
CTSH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.7B | +4.6% |
| Q2 2026 | $5.5B | +4.5% |
| Q1 2026 | $5.4B | +5.8% |
| Q4 2025 | $5.3B | +4.9% |
| Q3 2025 | $5.4B | +7.4% |
| Q2 2025 | $5.2B | +8.1% |
| Q1 2025 | $5.1B | +7.5% |
| Q4 2024 | $5.1B | +6.8% |
CTSH's revenue has grown year over year for nine quarters in a row: $5.7B last quarter, up 4.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | -0.6 points |
| Q2 2026 | 16% | +0.4 points |
| Q1 2026 | 16% | -1.1 points |
| Q4 2025 | 16% | +1.2 points |
| Q3 2025 | 16% | +1.4 points |
| Q2 2025 | 16% | +1 points |
| Q1 2025 | 17% | +2.1 points |
| Q4 2024 | 15% | -0.4 points |
CTSH's operating margin was 15% last quarter, down 0.6 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 has the edge over CTSH on cash flow, with more consistent year-over-year improvement.
CTSH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $925M | -20% |
| Q2 2026 | $459M | +39% |
| Q1 2026 | $198M | -39% |
| Q4 2025 | $781M | -6.7% |
| Q3 2025 | $1.2B | +47% |
| Q2 2025 | $331M | +81% |
| Q1 2025 | $323M | +1919% |
| Q4 2024 | $837M | +27% |
CTSH generated $2.4B in free cash flow over the past year, down 11% 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.
CTSH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.4% | -16M shares |
| 1 year | -7.6% | -37M shares |
| 3 years | -11% | -55M shares |
| 5 years | -14% | -76M shares |
| Available history | -20% | -110M shares |
CTSH has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $270M |
| Q2 2026 | $1.2B |
| Q1 2026 | $444M |
| Q4 2025 | $338M |
| Q3 2025 | $463M |
| Q2 2025 | $368M |
| Q1 2025 | $209M |
| Q4 2024 | $154M |
CTSH spent $2.2B buying back its own shares over the past year, up 86% 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.
CTSH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
CTSH's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt 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).
CTSH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.9 | Neutral |
| Stochastic | 57.3 | Neutral |
CTSH's weekly RSI is 55 (neutral) and its Stochastic is 57 (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.
CTSH PE vs Technology Sector
| Metric | CTSH | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 28x | 58% below |
| PE % | 3 | 35 | 32 pts below |
CTSH 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 CTSH on trend strength, trading above more of its moving averages.
CTSH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $63.2 | 1% above |
| 20 week MA | $58.0 | 9.9% above |
| 50 week MA | $62.4 | 2.1% above |
| 100 week MA | $69.0 | 7.6% below |
| 200 week MA | $69.5 | 8.3% below |
CTSH has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 8.3% below 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 CTSH on returns for 2026, with the stronger performance.
CTSH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $62.2 | $81.1 | +30% |
| 2021 | $81.1 | $86.3 | +6.4% |
| 2022 | $86.3 | $56.0 | -35% |
| 2023 | $56.0 | $75.5 | +35% |
| 2024 | $75.5 | $79.2 | +4.9% |
| 2025 | $79.2 | $85.6 | +8% |
| 2026 YTD | $85.6 | $63.8 | -25% |
CTSH has finished higher in five of the last six years. It's down 25% so far in 2026.