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.
GFS
GLOBALFOUNDRIES Inc.
There isn't enough reported data to score GFS yet.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
GFS Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Healthy | |
| Unavailable | |
| Strong |
GFS's profitability and balance sheet are currently healthy. 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 has the edge over GFS in the historical PE scenario, which offers more potential upside but is not a forecast.
GFS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $42.62 | — |
| Cheap | 22x | $7.78 | -82% |
| Fair | 32x | $11.50 | -73% |
| Expensive | 54x | $19.41 | -54% |
| Current | 118x | $42.62 | — |
Historical ranges are pointers, not guarantees.
GFS's PE is 118x, but its earnings don't support one, so it isn't a reliable read right now.
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.
GFS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for GFS, with profitability improving.
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 GFS in the latest year-over-year earnings comparison.
GFS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.38 | +560% |
| Q3 2026 | $0.36 | +$0.45 |
| Q4 2025 | $1.59 | +$2.08 |
| Q3 2025 | -$0.09 | -107% |
| Q4 2024 | -$0.49 | -127% |
| Q3 2024 | $1.32 | -48% |
| Q4 2023 | $1.83 | -30% |
| Q4 2022 | $2.62 | +$3.11 |
| Q4 2021 | -$0.49 | +$2.10 |
GFS's earnings per share have fallen from their peak: $0.36 over the past year, against $2.75 in early 2023.
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% |
GFS has the stronger quarterly revenue trend. Revenue is up 45% for AMD versus up 236% for GFS.
| 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 GFS on profitability, with a higher operating margin.
GFS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.3B | +215% |
| Q4 2025 | $1.8B | 0% |
| Q3 2025 | $1.7B | -66% |
| Q4 2024 | $1.8B | -1.3% |
| Q3 2024 | $4.9B | +166% |
| Q4 2023 | $1.9B | -12% |
| Q3 2023 | $1.9B | -11% |
| Q2 2023 | $1.8B | -7.4% |
GFS's revenue is recovering but still below its 2021 peak: $5.3B last quarter, up 236% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +1.5 points |
| Q4 2025 | 14% | +52 points |
| Q3 2025 | 12% | +1.7 points |
| Q2 2025 | 12% | -4.7 points |
| Q1 2025 | 9.5% | -4.6 points |
| Q4 2024 | -38% | -53 points |
| Q3 2024 | 9.9% | -5.8 points |
| Q4 2023 | 16% | +2.6 points |
GFS's operating margin was 11% last quarter, up 1.5 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 stronger cash trend. Its trailing FCF is up 128% versus its history, compared with GFS at up 47%.
GFS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $264M | -35% |
| Q4 2025 | $166M | -26% |
| Q3 2025 | $406M | -54% |
| Q4 2024 | $223M | -41% |
| Q3 2024 | $874M | +680% |
| Q4 2023 | $379M | +$938M |
| Q3 2023 | $112M | +44% |
| Q2 2023 | $156M | +$343M |
GFS still generates free cash flow, though less than at its 2021 peak: $1.1B 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.
GFS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -6M shares |
| 1 year | -0.9% | -5M shares |
| 3 years | -0.2% | -1M shares |
GFS has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $200M |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
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.
GFS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.8x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
| Q3 2024 | 0.0x | Very low |
| Q4 2023 | -0.0x | Net Cash |
| Q3 2023 | 0.2x | Very low |
| Q2 2023 | 0.2x | Very low |
GFS's net debt is less than a year of its operating earnings (EBITDA).
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).
GFS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.3 | Neutral |
| Stochastic | 18.6 | Oversold |
GFS's weekly RSI is 40 (neutral) and its Stochastic is 19 (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.
GFS PE vs Technology Sector
| Metric | GFS | Sector median | Relative |
|---|---|---|---|
| PE | 118x | 28x | 325% above |
| PE % | 93 | 46 | 47 pts above |
GFS 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 GFS on trend strength, trading above more of its moving averages.
GFS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.2 | 5.7% below |
| 20 week MA | $50.1 | 15% below |
| 50 week MA | $52.5 | 19% below |
| 100 week MA | $44.8 | 4.8% below |
| 200 week MA | $49.4 | 14% below |
GFS is in a downtrend: it's below all five of its weekly moving averages, and 14% 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 GFS on returns for 2026, with the stronger performance.
GFS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $48.7 | $61.7 | +27% |
| 2022 | $61.7 | $54.7 | -11% |
| 2023 | $54.7 | $60.6 | +11% |
| 2024 | $60.6 | $44.2 | -27% |
| 2025 | $44.2 | $35.8 | -19% |
| 2026 YTD | $35.8 | $42.6 | +19% |
GFS has finished lower in three of the last five years. It's up 19% so far in 2026.