AMD
Advanced Micro Devices, Inc.
AMD has the edge over PD overall, supported by stronger modeled upside and lower modeled downside.
PD
PagerDuty, Inc.
PD'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.
PD Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
PD's profitability, cash flow and balance sheet are currently healthy, 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.
PD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 3.9x | $7.84 | -50% |
| Fair | 5.1x | $10.33 | -34% |
| Expensive | 7.7x | $15.69 | -0.2% |
| Current | 7.7x | $15.72 | — |
| Forward | 11x | $15.72 | — |
Historical ranges are pointers, not guarantees.
PD 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 PD on the outlook, with more favorable valuation and revenue expectations.
PD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect PD's earnings to grow and its profitability to improve, with its revenue holding steady.
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.
PD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.43 | -29% |
| Q3 2026 | $2.03 | +$2.19 |
| Q2 2026 | $2.07 | +$2.47 |
| Q1 2026 | $1.87 | +$2.46 |
| Q4 2025 | $1.60 | +$2.41 |
| Q3 2025 | -$0.16 | +$0.74 |
| Q2 2025 | -$0.40 | +$0.62 |
| Q1 2025 | -$0.59 | +$0.30 |
| Q4 2024 | -$0.81 | +$0.01 |
PD has returned to profit: it earned $2.03 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 PD 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 PD on profitability, with a higher operating margin.
PD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $124.4M | +0.8% |
| Q2 2026 | $121M | +1% |
| Q1 2026 | $124.8M | +2.7% |
| Q4 2025 | $124.5M | +4.7% |
| Q3 2025 | $123.4M | +6.4% |
| Q2 2025 | $119.8M | +7.8% |
| Q1 2025 | $121.4M | +9.3% |
| Q4 2024 | $118.9M | +9.4% |
PD's revenue has grown year over year every quarter since late 2020: $124M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.2% | +5.3 points |
| Q2 2026 | 7.6% | +16 points |
| Q1 2026 | 3.6% | +13 points |
| Q4 2025 | 6.5% | +15 points |
| Q3 2025 | 2.9% | +17 points |
| Q2 2025 | -8.6% | +11 points |
| Q1 2025 | -9.7% | +20 points |
| Q4 2024 | -8.7% | +11 points |
PD's operating margin was 8.2% last quarter, up 5.3 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 has the edge over PD on cash flow, with stronger typical year-over-year growth.
PD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $34.7M | +4.9% |
| Q2 2026 | $43.3M | +43% |
| Q1 2026 | $24.5M | -19% |
| Q4 2025 | $24.1M | +12% |
| Q3 2025 | $33.1M | -5.8% |
| Q2 2025 | $30.2M | +7.2% |
| Q1 2025 | $30.3M | +43% |
| Q4 2024 | $21.5M | +29% |
PD generated $127M in free cash flow over the past year, up 10% 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.
PD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -323K shares |
| 1 year | -16% | -15.1M shares |
| 3 years | -14% | -13.4M shares |
| 5 years | -5.7% | -4.8M shares |
| Available history | +4.1% | +3.1M shares |
PD has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $7.5M |
| Q2 2026 | $65.5M |
| Q1 2026 | $98.8M |
| Q4 2025 | $36.1M |
| Q1 2025 | $2.6M |
| Q4 2024 | $70.3M |
| Q1 2024 | — |
PD spent $208M buying back its own shares over the past year.
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.
PD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -5.3x | Net Cash |
| Q2 2026 | -5.6x | Net Cash |
| Q1 2026 | 9.7x | High |
| Q4 2025 | -68.2x | Net Cash |
PD 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).
PD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.7 | Neutral |
| Stochastic | 73.7 | Neutral |
PD'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.
PD PE vs Technology Sector
| Metric | PD | Sector median | Relative |
|---|---|---|---|
| PE | 7.7x | 28x | 72% below |
| PE % | 84 | 35 | 49 pts above |
PD 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 PD on trend strength, trading above more of its moving averages.
PD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $16.0 | 1.6% below |
| 20 week MA | $13.5 | 17% above |
| 50 week MA | $10.7 | 47% above |
| 100 week MA | $13.6 | 16% above |
| 200 week MA | $18.4 | 15% below |
PD's trend is mixed: it's above three of its five weekly moving averages, and 15% below 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 PD on returns for 2026, with the stronger performance.
PD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $23.3 | $46.1 | +98% |
| 2021 | $46.1 | $36.2 | -22% |
| 2022 | $36.2 | $26.6 | -27% |
| 2023 | $26.6 | $23.2 | -13% |
| 2024 | $23.2 | $17.8 | -23% |
| 2025 | $17.8 | $13.2 | -26% |
| 2026 YTD | $13.2 | $15.7 | +19% |
PD has finished five years in a row lower, and it's up 19% so far in 2026.