AMD
Advanced Micro Devices, Inc.
AMD has the edge over NTNX overall, supported by stronger fundamentals and stronger modeled upside.
NTNX
Nutanix, Inc.
NTNX'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.
NTNX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Healthy |
NTNX'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.
NTNX PE Valuation
NTNX has no meaningful PE right now: it lost money over the past year.
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.
NTNX Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for NTNX, 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 has the stronger earnings trend. Trailing diluted EPS is up 127% for AMD versus NTNX down 83%.
NTNX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.36 | +23489% |
| Q2 2025 | $0.01 | +$0.07 |
| Q1 2025 | -$0.27 | +$0.03 |
| Q4 2024 | -$0.34 | +$0.39 |
| Q3 2024 | -$0.51 | +$0.58 |
| Q2 2024 | -$0.06 | +$1.62 |
| Q1 2024 | -$0.30 | +$1.58 |
| Q4 2023 | -$0.73 | +$1.37 |
| Q3 2023 | -$1.09 | +$2.53 |
NTNX has returned to profit: it earned $0.01 per share over the past year, after losing money 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 NTNX 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 NTNX on profitability, with a higher operating margin.
NTNX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $757.1M | +16% |
| Q2 2026 | $703.1M | +10% |
| Q1 2026 | $722.8M | +10% |
| Q4 2025 | $670.6M | +13% |
| Q3 2025 | $653.3M | +19% |
| Q2 2025 | $639M | +22% |
| Q1 2025 | $654.7M | +16% |
| Q4 2024 | $591M | +16% |
NTNX's revenue has grown year over year for 16 quarters in a row: $757M last quarter, up 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.2% | +4.5 points |
| Q2 2026 | 10% | +2.4 points |
| Q1 2026 | 12% | +1.7 points |
| Q4 2025 | 7.4% | +2.8 points |
| Q3 2025 | 4.8% | +7 points |
| Q2 2025 | 7.6% | +9.8 points |
| Q1 2025 | 10% | +3.4 points |
| Q4 2024 | 4.6% | +5.7 points |
NTNX's operating margin was 9.2% last quarter, up 4.5 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 edge over NTNX on cash flow, with stronger typical year-over-year growth.
NTNX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $277.6M | +34% |
| Q2 2026 | $197.2M | -3.1% |
| Q1 2026 | $191.4M | +2.3% |
| Q4 2025 | $174.5M | +15% |
| Q3 2025 | $207.8M | -7.3% |
| Q2 2025 | $203.4M | +160% |
| Q1 2025 | $187.1M | +15% |
| Q4 2024 | $151.9M | +15% |
NTNX generated $841M in free cash flow over the past year, up 12% 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 the edge over NTNX on shareholder dilution, with a more favorable share count trend.
| 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.
NTNX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -18% | -52.8M shares |
| 1 year | +6% | +13.8M shares |
| 3 years | +21% | +42.7M shares |
NTNX has 246M diluted shares, up 6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $50.3M |
| Q2 2026 | $50.1M |
| Q1 2026 | $332.9M |
| Q4 2025 | $50.2M |
| Q3 2025 | $50M |
| Q2 2025 | $37.8M |
| Q1 2025 | $200M |
| Q4 2024 | $20.1M |
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.
NTNX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 2.1x | Moderate |
| Q1 2026 | 2.6x | Moderate |
| Q4 2025 | 2.1x | Moderate |
| Q3 2025 | 2.3x | Moderate |
| Q2 2025 | 2.3x | Moderate |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | -1.3x | Net Cash |
NTNX's net debt is about 1.7 years of its operating earnings (EBITDA), down from 2.3 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).
NTNX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.4 | Neutral |
| Stochastic | 25.2 | Neutral |
NTNX's weekly RSI is 49 (neutral) and its Stochastic is 25 (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.
NTNX PE vs Technology Sector
| Metric | NTNX | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
NTNX has no meaningful PE right now: it lost money over the past year.
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 NTNX on trend strength, trading above more of its moving averages.
NTNX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $67.4 | 9.6% below |
| 20 week MA | $64.2 | 5.2% below |
| 50 week MA | $52.4 | 16% above |
| 100 week MA | $61.2 | 0.6% below |
| 200 week MA | $53.6 | 14% above |
NTNX's trend is mixed: it's above two of its five weekly moving averages, and 14% 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 NTNX on returns for 2026, with the stronger performance.
NTNX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $31.7 | $33.2 | +4.7% |
| 2021 | $33.2 | $32.5 | -2.3% |
| 2022 | $32.5 | $25.7 | -21% |
| 2023 | $25.7 | $47.7 | +86% |
| 2024 | $47.7 | $62.5 | +31% |
| 2025 | $62.5 | $52.8 | -15% |
| 2026 YTD | $52.8 | $60.9 | +15% |
NTNX has finished lower in three of the last six years. It's up 15% so far in 2026.