AMD
Advanced Micro Devices, Inc.
AMD has the edge over PAYO overall, supported by stronger fundamentals and stronger valuation.
PAYO
Payoneer Global Inc.
PAYO's outlook is improving despite an expensive valuation.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
PAYO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
PAYO's cash flow and balance sheet are currently healthy, and its revenue and profitability are 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.
PAYO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 23x | $3.24 | -55% |
| Fair | 30x | $4.17 | -42% |
| Forward | 31x | $7.18 | — |
| Expensive | 51x | $7.15 | -0.4% |
| Current | 51x | $7.18 | — |
Historical ranges are pointers, not guarantees.
PAYO 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 PAYO on the outlook, with more favorable profitability expectations.
PAYO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for PAYO, with profitability holding steady. 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 edge over PAYO on earnings, with more consistent year-over-year improvement.
PAYO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.23 | +65% |
| Q3 2026 | $0.14 | -18% |
| Q2 2026 | $0.14 | -42% |
| Q1 2026 | $0.20 | -29% |
| Q4 2025 | $0.19 | -39% |
| Q3 2025 | $0.17 | -51% |
| Q2 2025 | $0.24 | -11% |
| Q1 2025 | $0.28 | -6.7% |
| Q4 2024 | $0.31 | +29% |
PAYO's earnings per share have fallen from their peak: $0.14 over the past year, against $0.35 in late 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 PAYO 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 PAYO on profitability, with a higher operating margin.
PAYO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $276.9M | +2.2% |
| Q2 2026 | $274.3M | +5.2% |
| Q1 2026 | $261.6M | +6.1% |
| Q4 2025 | $274.7M | +4.9% |
| Q3 2025 | $270.9M | +9.1% |
| Q2 2025 | $260.6M | +8.8% |
| Q1 2025 | $246.6M | +8.1% |
| Q4 2024 | $261.7M | +17% |
PAYO's revenue has grown year over year every quarter since early 2021: $277M last quarter, up 2.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.1% | -4.4 points |
| Q2 2026 | 6.2% | -5.4 points |
| Q1 2026 | 11% | -0.4 points |
| Q4 2025 | 11% | -0.6 points |
| Q3 2025 | 13% | -0.7 points |
| Q2 2025 | 12% | -7.8 points |
| Q1 2025 | 12% | -4.9 points |
| Q4 2024 | 11% | -0.3 points |
PAYO's operating margin was 9.1% last quarter, down 4.4 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 PAYO on cash flow, with more consistent year-over-year improvement.
PAYO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $62.9M | +28% |
| Q2 2026 | $50.2M | -26% |
| Q1 2026 | $41.7M | -15% |
| Q4 2025 | $40.3M | -4.3% |
| Q3 2025 | $49.2M | +1.5% |
| Q2 2025 | $68.1M | +69% |
| Q1 2025 | $49M | +29% |
| Q4 2024 | $42.1M | -22% |
PAYO generated $195M in free cash flow over the past year, down 6.4% 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.
PAYO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.7% | +12.6M shares |
| 1 year | -7.3% | -27.6M shares |
| 3 years | -8.3% | -31.8M shares |
| 5 years | +3% | +10.3M shares |
| Available history | +3.5% | +11.7M shares |
PAYO has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $146,000 |
| Q2 2026 | $17.7M |
| Q1 2026 | $75M |
| Q4 2025 | $78.6M |
| Q3 2025 | $45.3M |
| Q2 2025 | $32M |
| Q1 2025 | $17.8M |
| Q4 2024 | $17.1M |
PAYO spent $171M buying back its own shares over the past year, up 53% 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.
PAYO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.0x | Net Cash |
| Q2 2026 | -1.8x | Net Cash |
| Q1 2026 | -1.7x | Net Cash |
| Q4 2025 | -2.2x | Net Cash |
| Q3 2025 | -2.6x | Net Cash |
| Q2 2025 | -2.8x | Net Cash |
| Q1 2025 | -2.7x | Net Cash |
| Q4 2024 | -2.5x | Net Cash |
PAYO 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).
PAYO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 65.0 | Neutral |
| Stochastic | 73.8 | Neutral |
PAYO's weekly RSI is 65 (neutral) and its Stochastic is 74 (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.
PAYO PE vs Technology Sector
| Metric | PAYO | Sector median | Relative |
|---|---|---|---|
| PE | 51x | 28x | 84% above |
| PE % | 86 | 38 | 48 pts above |
PAYO 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.
PAYO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.15 | 0.4% above |
| 20 week MA | $7.13 | 0.7% above |
| 50 week MA | $6.11 | 18% above |
| 100 week MA | $6.72 | 6.8% above |
| 200 week MA | $6.36 | 13% above |
PAYO is in an uptrend: it's above all five of its weekly moving averages, and 13% 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 PAYO on returns for 2026, with the stronger performance.
PAYO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.68 | $10.3 | +6.1% |
| 2021 | $10.3 | $6.89 | -33% |
| 2022 | $6.89 | $5.08 | -26% |
| 2023 | $5.08 | $5.21 | +2.6% |
| 2024 | $5.21 | $10.0 | +92% |
| 2025 | $10.0 | $5.71 | -43% |
| 2026 YTD | $5.71 | $7.18 | +26% |
PAYO has finished lower in three of the last six years. It's up 26% so far in 2026.