AMD
Advanced Micro Devices, Inc.
AMD has the edge over NSIT overall, supported by stronger modeled upside and stronger valuation.
NSIT
Insight Enterprises, Inc.
NSIT'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.
NSIT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Stable |
NSIT's revenue and profitability are currently healthy, and its balance sheet is stable, but its cash flow is under pressure.
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.
NSIT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $173 | — |
| Cheap | 14x | $82.00 | -53% |
| Fair | 19x | $110 | -36% |
| Expensive | 25x | $144 | -17% |
| Current | 30x | $173 | — |
Historical ranges are pointers, not guarantees.
NSIT 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.
NSIT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for NSIT, 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 NSIT on earnings, with more consistent year-over-year improvement.
NSIT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $14.32 | +145% |
| Q3 2026 | $5.84 | +35% |
| Q2 2026 | $6.72 | +59% |
| Q1 2026 | $5.61 | +12% |
| Q4 2025 | $4.86 | -26% |
| Q3 2025 | $4.32 | -46% |
| Q2 2025 | $4.22 | -48% |
| Q1 2025 | $5.03 | -37% |
| Q4 2024 | $6.55 | -13% |
NSIT's earnings per share have fallen from their peak: $5.84 over the past year, against $8.05 in mid-2024.
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 NSIT on sales, with more consistent year-over-year improvement.
| 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 NSIT on profitability, with a higher operating margin.
NSIT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.4B | +22% |
| Q2 2026 | $2.4B | +15% |
| Q1 2026 | $2.1B | +1.2% |
| Q4 2025 | $2B | -1.2% |
| Q3 2025 | $2B | -4% |
| Q2 2025 | $2.1B | -3.2% |
| Q1 2025 | $2.1B | -12% |
| Q4 2024 | $2.1B | -7.3% |
NSIT's revenue is growing: $2.4B last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | -1.8 points |
| Q2 2026 | 5.5% | +1.3 points |
| Q1 2026 | 3.4% | +0.5 points |
| Q4 2025 | 4.7% | +1.5 points |
| Q3 2025 | 4.6% | +0.2 points |
| Q2 2025 | 4.1% | -1.9 points |
| Q1 2025 | 2.9% | -1.3 points |
| Q4 2024 | 3.1% | -2.8 points |
NSIT's operating margin was 2.8% last quarter, down 1.8 points from the same quarter a year ago, near the bottom 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 has the edge over NSIT on cash flow, with more consistent year-over-year improvement.
NSIT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $121.3M | -50% |
| Q2 2026 | -$20.1M | +$161.8M |
| Q1 2026 | $26.4M | -63% |
| Q4 2025 | $146.8M | -27% |
| Q3 2025 | $243.5M | +119% |
| Q2 2025 | -$181.9M | -641% |
| Q1 2025 | $70.9M | -71% |
| Q4 2024 | $200.7M | +2.6% |
NSIT still generates free cash flow, though less than at its 2020 peak: $274M 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.
NSIT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -330K shares |
| 1 year | -5.4% | -1.7M shares |
| 3 years | -20% | -7.4M shares |
| 5 years | -19% | -6.9M shares |
| Available history | -17% | -5.9M shares |
NSIT has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $75M |
| Q2 2026 | $75M |
| Q1 2026 | $75M |
| Q4 2025 | — |
| Q3 2025 | $75M |
| Q2 2025 | $76.1M |
| Q1 2025 | — |
| Q4 2024 | — |
NSIT spent $225M buying back its own shares over the past year, up 49% from 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.
NSIT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.3x | Moderate |
| Q2 2026 | 2.2x | Moderate |
| Q1 2026 | 2.3x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.1x | Moderate |
| Q2 2025 | 2.5x | Moderate |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.2x | Healthy |
NSIT's net debt is about 2.3 years of its operating earnings (EBITDA), up from 2.1 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).
NSIT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 65.8 | Neutral |
| Stochastic | 71.8 | Neutral |
NSIT's weekly RSI is 66 (neutral) and its Stochastic is 72 (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.
NSIT PE vs Technology Sector
| Metric | NSIT | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 28x | 6.2% above |
| PE % | 99 | 35 | 64 pts above |
NSIT 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.
NSIT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $165.6 | 4.4% above |
| 20 week MA | $150.4 | 15% above |
| 50 week MA | $111.8 | 55% above |
| 100 week MA | $122.9 | 41% above |
| 200 week MA | $145.2 | 19% above |
NSIT has climbed back above all five of its weekly moving averages, and it's now 19% 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 NSIT on returns for 2026, with the stronger performance.
NSIT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $70.8 | $74.6 | +5.3% |
| 2021 | $74.6 | $103.2 | +38% |
| 2022 | $103.2 | $98.4 | -4.7% |
| 2023 | $98.4 | $177.2 | +80% |
| 2024 | $177.2 | $152.1 | -14% |
| 2025 | $152.1 | $83.5 | -45% |
| 2026 YTD | $83.5 | $172.9 | +107% |
NSIT is up 107% so far in 2026, after finishing lower in three of the previous six years.