AMD
Advanced Micro Devices, Inc.
AMD has a slight edge over GWRE overall, supported by stronger modeled upside and lower modeled downside.
GWRE
Guidewire Software, Inc.
GWRE offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
GWRE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
GWRE'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.
GWRE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 35x | $160 | — |
| Cheap | 73x | $118 | -26% |
| Current | 98x | $160 | — |
| Fair | 171x | $278 | +74% |
| Expensive | 528x | $861 | +438% |
Historical ranges are pointers, not guarantees.
GWRE 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.
GWRE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect strong earnings and revenue growth for GWRE, 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's earnings per share have climbed steadily: $4.60 over the past year, up 127% from the year before, and higher year over year for 11 quarters in a row.
GWRE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.56 | +180% |
| Q3 2026 | $1.63 | +101% |
| Q2 2026 | $1.86 | +354% |
| Q1 2026 | $2.21 | +$2.41 |
| Q4 2025 | $1.06 | +186% |
| Q3 2025 | $0.81 | +$0.88 |
| Q2 2025 | $0.41 | +$0.55 |
| Q1 2025 | -$0.20 | +$0.43 |
| Q4 2024 | $0.37 | +$1.23 |
GWRE's earnings per share have climbed steadily: $1.63 over the past year, up 101% from the year before, and higher year over year for 13 quarters in a row.
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 GWRE 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 GWRE on profitability, with a higher operating margin.
GWRE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $411.1M | +15% |
| Q2 2026 | $372.5M | +27% |
| Q1 2026 | $359.1M | +24% |
| Q4 2025 | $332.6M | +27% |
| Q3 2025 | $356.6M | +22% |
| Q2 2025 | $293.5M | +22% |
| Q1 2025 | $289.5M | +20% |
| Q4 2024 | $262.9M | +27% |
GWRE's revenue has grown year over year for 19 quarters in a row: $411M last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +6.9 points |
| Q2 2026 | 8.2% | +6.7 points |
| Q1 2026 | 11% | +6.6 points |
| Q4 2025 | 5.5% | +7.3 points |
| Q3 2025 | 8.3% | +4.8 points |
| Q2 2025 | 1.5% | +8.5 points |
| Q1 2025 | 4% | +9.2 points |
| Q4 2024 | -1.8% | +15 points |
GWRE's operating margin was 15% last quarter, up 6.9 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.
GWRE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $281.8M | +17% |
| Q2 2026 | $59.4M | +88% |
| Q1 2026 | $108.8M | +28% |
| Q4 2025 | -$72.3M | -$9.1M |
| Q3 2025 | $241.4M | +26% |
| Q2 2025 | $31.6M | +667% |
| Q1 2025 | $85.2M | +29% |
| Q4 2024 | -$63.1M | +$9.9M |
GWRE has the edge over AMD on cash flow, with more consistent year-over-year improvement.
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.
GWRE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +339K shares |
| 1 year | -0.6% | -506K shares |
| 3 years | +3.9% | +3.2M shares |
| 5 years | +2.2% | +1.8M shares |
| Available history | +3.7% | +3M shares |
GWRE has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $213.9M |
| Q2 2026 | $244.3M |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $47.8M |
| Q2 2023 | $14M |
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.
GWRE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.1x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -3.5x | Net Cash |
| Q4 2025 | -5.6x | Net Cash |
| Q3 2025 | -10.8x | Net Cash |
| Q2 2025 | -11.3x | Net Cash |
| Q1 2025 | -29.6x | Net Cash |
| Q1 2021 | 2.7x | Moderate |
GWRE has more cash than debt.
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).
GWRE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.2 | Neutral |
| Stochastic | 34.1 | Neutral |
GWRE's weekly RSI is 50 (neutral) and its Stochastic is 34 (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.
GWRE PE vs Technology Sector
| Metric | GWRE | Sector median | Relative |
|---|---|---|---|
| PE | 98x | 28x | 252% above |
| PE % | 33 | 35 | 2 pts below |
GWRE 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 GWRE on trend strength, trading above more of its moving averages.
GWRE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $163.4 | 2.1% below |
| 20 week MA | $160.3 | 0.2% below |
| 50 week MA | $155.2 | 3.1% above |
| 100 week MA | $184.4 | 13% below |
| 200 week MA | $148.6 | 7.7% above |
GWRE's trend is mixed: it's above two of its five weekly moving averages, and 7.7% 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 GWRE on returns for 2026, with the stronger performance.
GWRE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $109.0 | $127.2 | +17% |
| 2021 | $127.2 | $113.8 | -11% |
| 2022 | $113.8 | $60.5 | -47% |
| 2023 | $60.5 | $109.0 | +80% |
| 2024 | $109.0 | $171.2 | +57% |
| 2025 | $171.2 | $205.5 | +20% |
| 2026 YTD | $205.5 | $160.0 | -22% |
GWRE has finished higher in four of the last six years, two of them by more than 50%. It's down 22% so far in 2026.