AMD
Advanced Micro Devices, Inc.
AMD has the edge over JKHY overall, supported by stronger fundamentals and stronger modeled upside.
JKHY
Jack Henry & Associates, Inc.
JKHY 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.
JKHY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
JKHY's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
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.
JKHY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $176 | — |
| Current | 24x | $176 | — |
| Cheap | 28x | $201 | +14% |
| Fair | 34x | $250 | +42% |
| Expensive | 42x | $303 | +72% |
Historical ranges are pointers, not guarantees.
JKHY 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 |
AMD has the edge over JKHY on the outlook, with more favorable valuation expectations.
JKHY Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for JKHY, 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 JKHY on earnings, with stronger typical year-over-year growth.
JKHY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.57 | +3.8% |
| Q3 2026 | $7.29 | +11% |
| Q2 2026 | $6.98 | +12% |
| Q1 2026 | $7.15 | +22% |
| Q4 2025 | $6.96 | +25% |
| Q3 2025 | $6.58 | +20% |
| Q2 2025 | $6.24 | +19% |
| Q1 2025 | $5.88 | +14% |
| Q4 2024 | $5.55 | +8.6% |
JKHY's earnings per share have climbed steadily: $7.29 over the past year, up 11% from the year before, and higher year over year for 12 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 JKHY 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's operating margin was 21% last quarter, up 7.4 points from the same quarter a year ago.
JKHY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $701.5M | +8.8% |
| Q2 2026 | $644M | +4.7% |
| Q1 2026 | $636.2M | +8.7% |
| Q4 2025 | $619.3M | +7.9% |
| Q3 2025 | $644.7M | +7.3% |
| Q2 2025 | $615.4M | +9.9% |
| Q1 2025 | $585.1M | +8.6% |
| Q4 2024 | $573.8M | +5.2% |
JKHY's revenue has grown year over year every quarter since late 2020: $702M last quarter, up 8.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 30% | +1 points |
| Q2 2026 | 21% | -4.1 points |
| Q1 2026 | 24% | +0.7 points |
| Q4 2025 | 26% | +4.3 points |
| Q3 2025 | 29% | +3.4 points |
| Q2 2025 | 25% | +2.9 points |
| Q1 2025 | 24% | +2.9 points |
| Q4 2024 | 21% | -0.4 points |
JKHY has the edge over AMD on profitability, with a higher operating margin.
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.
JKHY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $134.3M | +20% |
| Q2 2026 | $282.2M | -10% |
| Q1 2026 | $169.5M | +76% |
| Q4 2025 | $131.4M | +80% |
| Q3 2025 | $111.7M | +7.3% |
| Q2 2025 | $314.9M | +51% |
| Q1 2025 | $96.1M | +9.6% |
| Q4 2024 | $73M | +13% |
JKHY's free cash flow has been positive every quarter for seven years: $717M over the past year, up 20% 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.
JKHY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.5% | -1.8M shares |
| 1 year | -3.6% | -2.6M shares |
| 3 years | -3.8% | -2.8M shares |
| 5 years | -5.2% | -3.9M shares |
| Available history | -8.7% | -6.7M shares |
JKHY has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $70.9M |
| Q2 2026 | $163.8M |
| Q1 2026 | $159.2M |
| Q4 2025 | $63.2M |
| Q3 2025 | $62M |
| Q2 2025 | $1,000 |
| Q1 2025 | $18M |
| Q4 2024 | $17.1M |
JKHY spent $457M buying back its own shares over the past year, about five 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.
JKHY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.2x | Net Cash |
| Q1 2025 | 0.2x | Very low |
| Q4 2024 | 0.2x | Very low |
JKHY's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt 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).
JKHY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.1 | Neutral |
| Stochastic | 70.3 | Neutral |
JKHY's weekly RSI is 63 (neutral) and its Stochastic is 70 (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.
JKHY PE vs Technology Sector
| Metric | JKHY | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 28x | 13% below |
| PE % | 11 | 35 | 24 pts below |
JKHY 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 is in an uptrend: it's above all five of its weekly moving averages, and 193% above its 200-week average.
JKHY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $158.3 | 11% above |
| 20 week MA | $157.3 | 12% above |
| 50 week MA | $159.2 | 11% above |
| 100 week MA | $164.7 | 6.9% above |
| 200 week MA | $164.8 | 6.8% above |
JKHY has climbed back above all five of its weekly moving averages, and it's now 6.8% 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 JKHY on returns for 2026, with the stronger performance.
JKHY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $146.6 | $157.7 | +7.6% |
| 2021 | $157.7 | $165.4 | +4.9% |
| 2022 | $165.4 | $177.3 | +7.2% |
| 2023 | $177.3 | $163.4 | -7.9% |
| 2024 | $163.4 | $176.9 | +8.2% |
| 2025 | $176.9 | $186.1 | +5.2% |
| 2026 YTD | $186.1 | $176.0 | -5.4% |
JKHY has finished higher in five of the last six years. It's down 5.4% so far in 2026.