AMD
Advanced Micro Devices, Inc.
AMD's fundamentals are strong: revenue grew 42% and its operating margin rose 9 points to 18%. At 127x earnings, it's trading above its usual 113x. Analysts expect that strong growth to continue, though they disagree widely on how much.
DAVA
Endava plc
There isn't enough reported data to score DAVA yet.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
DAVA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Under pressure |
DAVA's revenue is currently stable, but its profitability, cash flow and balance sheet are under pressure.
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.
DAVA PE Valuation
DAVA has no meaningful PE right now: it lost money over the past year.
AMD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Low |
AMD has the edge over DAVA on the outlook, with more favorable revenue expectations.
DAVA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect DAVA'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 stronger earnings trend. Trailing diluted EPS is up 127% for AMD versus DAVA down 2,818%.
DAVA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q1 2026 | -$10.60 | -2818% |
| Q4 2025 | -$0.11 | -192% |
| Q3 2025 | $0.21 | +31% |
| Q2 2025 | $0.46 | +21% |
| Q1 2025 | $0.39 | -59% |
| Q4 2024 | $0.12 | -92% |
| Q3 2024 | $0.16 | -91% |
| Q2 2024 | $0.38 | -82% |
DAVA has swung to a loss: it lost $10.60 per share over the past year, after a profit 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 stronger quarterly revenue trend. Revenue is up 45% for AMD versus down 6.4% for DAVA.
| 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.
DAVA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q1 2026 | $242.7M | -6.4% |
| Q4 2025 | $241.7M | -7.1% |
| Q3 2025 | $237M | -8.6% |
| Q2 2025 | $248.5M | -3.9% |
| Q1 2025 | $259.2M | +12% |
| Q4 2024 | $260.2M | +6.6% |
| Q3 2024 | $259.5M | +3.5% |
| Q2 2024 | $258.6M | +2.4% |
DAVA's revenue is shrinking: $243M last quarter, down 6.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q1 2026 | -3.4% | -12 points |
| Q4 2025 | -2.3% | -3.2 points |
| Q3 2025 | -1.6% | -4 points |
| Q2 2025 | 4.7% | +4 points |
| Q1 2025 | 8.4% | +9.5 points |
| Q4 2024 | 0.9% | -1.7 points |
| Q3 2024 | 2.4% | -6.2 points |
| Q2 2024 | 0.6% | -11 points |
DAVA's operating margin was −3.4% last quarter, down 12 points from the same quarter a year ago, near the bottom 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 stronger cash trend. Its trailing FCF is up 128% versus its history, compared with DAVA at down 75%.
DAVA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q1 2026 | -$7.4M | -132% |
| Q4 2025 | $24.2M | -42% |
| Q3 2025 | $12.2M | +183% |
| Q2 2025 | -$5.4M | -$2.7M |
| Q1 2025 | $23M | +1044% |
| Q4 2024 | $42.1M | -6% |
| Q3 2024 | $4.3M | -79% |
| Q2 2024 | -$2.7M | -106% |
DAVA usually generates cash, though not every quarter: the latest was −$7M, but it generated $24M 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.
DAVA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -644K shares |
| 1 year | -12% | -7.2M shares |
| 3 years | -10% | -6M shares |
| 5 years | -8.7% | -5M shares |
| Available history | -5.4% | -3M shares |
DAVA has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2026 | $3.4M |
| Q4 2025 | $2.4M |
| Q3 2025 | $30.5M |
| Q2 2025 | $62.5M |
| Q1 2025 | $23.7M |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
DAVA spent $99M 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.
DAVA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2025 | 3.5x | Elevated |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 2.0x | Moderate |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.8x | Healthy |
| Q3 2024 | 2.0x | Moderate |
| Q2 2024 | 1.8x | Healthy |
| Q1 2024 | -1.5x | Net Cash |
DAVA's net debt is about 3.5 years of its operating earnings (EBITDA), up from 1.8 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).
DAVA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 29.2 | Oversold |
| Stochastic | 5.2 | Oversold |
DAVA's weekly RSI is 29 (oversold) and its Stochastic is 5 (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.
DAVA PE vs Technology Sector
| Metric | DAVA | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
DAVA has no meaningful PE right now: it lost money over the past year.
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 DAVA on trend strength, trading above more of its moving averages.
DAVA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.84 | 17% below |
| 20 week MA | $2.51 | 39% below |
| 50 week MA | $3.94 | 61% below |
| 100 week MA | $10.7 | 86% below |
| 200 week MA | $29.8 | 95% below |
DAVA is in a downtrend: it's below all five of its weekly moving averages, and 95% 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 DAVA on returns for 2026, with the stronger performance.
DAVA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $48.7 | $77.3 | +59% |
| 2021 | $77.3 | $163.1 | +111% |
| 2022 | $163.1 | $74.8 | -54% |
| 2023 | $74.8 | $77.9 | +4.1% |
| 2024 | $77.9 | $30.5 | -61% |
| 2025 | $30.5 | $6.62 | -78% |
| 2026 YTD | $6.62 | $1.52 | -77% |
DAVA's yearly returns have swung widely, from +111% in 2021 to −78% in 2025. It's down 77% so far in 2026.