AMD
Advanced Micro Devices, Inc.
AMD has the edge over FSLY overall, supported by stronger fundamentals and stronger valuation.
FSLY
Fastly, Inc.
FSLY'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.
FSLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Healthy | |
| Unavailable |
FSLY's revenue and cash flow are currently healthy, but its profitability is under pressure. 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.
FSLY PE Valuation
FSLY 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 |
Analysts expect strong earnings and revenue growth for AMD, with profitability improving. However, they disagree widely on these estimates.
FSLY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for FSLY, with profitability improving. However, they disagree widely on these estimates.
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 FSLY on earnings quality, reporting a profit while its opponent remains loss making.
FSLY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.68 | — |
| Q3 2026 | -$0.40 | +$0.56 |
| Q2 2026 | -$0.53 | +$0.50 |
| Q1 2026 | -$0.69 | +$0.40 |
| Q4 2025 | -$0.83 | +$0.31 |
| Q3 2025 | -$0.96 | +$0.12 |
| Q2 2025 | -$1.03 | +$0.20 |
| Q1 2025 | -$1.09 | -$0.10 |
| Q4 2024 | -$1.14 | -$0.11 |
FSLY is still losing money, but far less than before: $0.40 per share over the past year, against $2.02 at its worst in early 2022.
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 FSLY 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 FSLY on profitability, with a higher operating margin.
FSLY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $190.2M | +20% |
| Q2 2026 | $183.3M | +23% |
| Q1 2026 | $173M | +20% |
| Q4 2025 | $172.6M | +23% |
| Q3 2025 | $158.2M | +15% |
| Q2 2025 | $148.7M | +12% |
| Q1 2025 | $144.5M | +8.2% |
| Q4 2024 | $140.6M | +2% |
FSLY's revenue has grown year over year every quarter since late 2020: $190M last quarter, up 20% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -5.9% | +12 points |
| Q2 2026 | -7.9% | +17 points |
| Q1 2026 | -14% | +13 points |
| Q4 2025 | -8.7% | +16 points |
| Q3 2025 | -18% | +11 points |
| Q2 2025 | -25% | +11 points |
| Q1 2025 | -26% | +8.2 points |
| Q4 2024 | -24% | +6.5 points |
FSLY's operating margin was −5.9% last quarter, up 12 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 generated $7.1B in free cash flow over the past year, up 30% from the year before.
FSLY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $29M | +27% |
| Q2 2026 | $7.7M | -52% |
| Q1 2026 | $7.8M | -47% |
| Q4 2025 | $12.2M | +4778% |
| Q3 2025 | $22.9M | +661% |
| Q2 2025 | $15.9M | +$22.7M |
| Q1 2025 | $14.7M | +54% |
| Q4 2024 | $251K | +$10.3M |
FSLY generated $57M in free cash flow over the past year, up 5.7% 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 the edge over FSLY on shareholder dilution, with a more favorable share count trend.
| 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.
FSLY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.5% | +2.4M shares |
| 1 year | +8% | +11.9M shares |
| 3 years | +23% | +30.1M shares |
| 5 years | +37% | +43.5M shares |
| Available history | +68% | +64.6M shares |
FSLY has 160M diluted shares, up 8% from a year ago.
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.
FSLY Net Leverage
FSLY's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
FSLY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.6 | Neutral |
| Stochastic | 16.7 | Oversold |
FSLY's weekly RSI is 44 (neutral) and its Stochastic is 17 (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.
FSLY PE vs Technology Sector
FSLY 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 FSLY on trend strength, trading above more of its moving averages.
FSLY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.9 | 25% below |
| 20 week MA | $22.7 | 24% below |
| 50 week MA | $19.6 | 12% below |
| 100 week MA | $13.8 | 25% above |
| 200 week MA | $13.6 | 27% above |
FSLY has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 27% 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 FSLY on returns for 2026, with the stronger performance.
FSLY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.6 | $97.5 | +374% |
| 2021 | $97.5 | $39.4 | -60% |
| 2022 | $39.4 | $7.96 | -80% |
| 2023 | $7.96 | $17.8 | +124% |
| 2024 | $17.8 | $9.60 | -46% |
| 2025 | $9.60 | $10.2 | +6.7% |
| 2026 YTD | $10.2 | $17.2 | +68% |
FSLY's yearly returns have swung widely, from +374% in 2020 to −80% in 2022. It's up 68% so far in 2026.