AMD
Advanced Micro Devices, Inc.
AMD has the edge over GLW overall, supported by stronger fundamentals.
GLW
Corning Incorporated
GLW 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.
GLW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
GLW's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
GLW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 24x | $59.79 | -50% |
| Forward | 29x | $120 | — |
| Fair | 48x | $119 | -0.6% |
| Current | 49x | $120 | — |
| Expensive | 91x | $223 | +87% |
Historical ranges are pointers, not guarantees.
GLW 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 |
Analysts expect strong earnings and revenue growth for AMD, with profitability improving. However, they disagree widely on these estimates.
GLW Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for GLW, 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 GLW on earnings, with more consistent year-over-year improvement.
GLW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.18 | +70% |
| Q3 2026 | $2.46 | +56% |
| Q2 2026 | $2.18 | +132% |
| Q1 2026 | $2.08 | +300% |
| Q4 2025 | $1.83 | +216% |
| Q3 2025 | $1.58 | +778% |
| Q2 2025 | $0.94 | +84% |
| Q1 2025 | $0.52 | -28% |
| Q4 2024 | $0.58 | -15% |
GLW earned $2.46 per share over the past year, up 56% 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 GLW 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 GLW on profitability, with a higher operating margin.
GLW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.9B | +18% |
| Q2 2026 | $4.5B | +17% |
| Q1 2026 | $4.1B | +20% |
| Q4 2025 | $4.2B | +20% |
| Q3 2025 | $4.1B | +21% |
| Q2 2025 | $3.9B | +19% |
| Q1 2025 | $3.5B | +16% |
| Q4 2024 | $3.5B | +17% |
GLW's revenue has grown year over year for 10 quarters in a row: $4.9B last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +4.4 points |
| Q2 2026 | 15% | +0.7 points |
| Q1 2026 | 15% | +2.5 points |
| Q4 2025 | 16% | +4.7 points |
| Q3 2025 | 14% | +5.5 points |
| Q2 2025 | 15% | +9.1 points |
| Q1 2025 | 13% | +4.4 points |
| Q4 2024 | 11% | +8.6 points |
GLW's operating margin was 19% last quarter, up 4.4 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.
GLW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $516M | +15% |
| Q2 2026 | $1.3B | +224% |
| Q1 2026 | $30M | +$87M |
| Q4 2025 | $620M | +68% |
| Q3 2025 | $450M | -6.6% |
| Q2 2025 | $400M | +43% |
| Q1 2025 | -$57M | +$99M |
| Q4 2024 | $369M | -15% |
GLW generated $2.5B in free cash flow over the past year, up 112% 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.
GLW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -4M shares |
| 1 year | +0.3% | +3M shares |
| 3 years | +1.4% | +12M shares |
| 5 years | +0.6% | +5M shares |
| Available history | -3.1% | -28M shares |
GLW has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $5M |
| Q3 2025 | $25M |
| Q2 2025 | $33M |
| Q1 2025 | $100M |
| Q4 2024 | $30M |
| Q3 2024 | $30M |
| Q4 2022 | — |
| Q3 2022 | $20M |
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.
GLW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.9x | Healthy |
| Q4 2025 | 1.9x | Healthy |
| Q3 2025 | 2.0x | Healthy |
| Q2 2025 | 2.0x | Healthy |
| Q1 2025 | 2.2x | Moderate |
| Q4 2024 | 2.2x | Moderate |
GLW's net debt is about 1.3 years of its operating earnings (EBITDA), down from 2.0 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).
GLW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.1 | Neutral |
| Stochastic | 14.4 | Oversold |
GLW's weekly RSI is 41 (neutral) and its Stochastic is 14 (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.
GLW PE vs Technology Sector
| Metric | GLW | Sector median | Relative |
|---|---|---|---|
| PE | 49x | 28x | 74% above |
| PE % | 50 | 35 | 15 pts above |
GLW 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 GLW on trend strength, trading above more of its moving averages.
GLW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $135.3 | 12% below |
| 20 week MA | $150.5 | 21% below |
| 50 week MA | $144.7 | 17% below |
| 100 week MA | $101.8 | 17% above |
| 200 week MA | $68.7 | 74% above |
GLW has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 74% 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 GLW on returns for 2026, with the stronger performance.
GLW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $28.8 | $36.3 | +26% |
| 2021 | $36.3 | $36.8 | +1.3% |
| 2022 | $36.8 | $31.8 | -14% |
| 2023 | $31.8 | $30.5 | -4.1% |
| 2024 | $30.5 | $47.8 | +57% |
| 2025 | $47.8 | $89.6 | +87% |
| 2026 YTD | $89.6 | $119.5 | +33% |
GLW has finished higher in four of the last six years, two of them by more than 50%. It's up 33% so far in 2026.