AMD
Advanced Micro Devices, Inc.
AMD has the edge over SAIC overall, supported by stronger fundamentals and stronger modeled upside.
SAIC
Science Applications International Corporation
SAIC'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.
SAIC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Under pressure |
SAIC's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet 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.
SAIC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $114 | -25% |
| Forward | 14x | $151 | — |
| Fair | 18x | $157 | +3.7% |
| Current | 18x | $151 | — |
| Expensive | 24x | $202 | +34% |
Historical ranges are pointers, not guarantees.
SAIC 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 SAIC on the outlook, with more favorable revenue expectations.
SAIC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect SAIC'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 has the edge over SAIC on earnings, with more consistent year-over-year improvement.
SAIC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.73 | +25% |
| Q3 2026 | $8.56 | +3.9% |
| Q2 2026 | $8.89 | +25% |
| Q1 2026 | $7.70 | +7.4% |
| Q4 2025 | $7.80 | +31% |
| Q3 2025 | $8.24 | +47% |
| Q2 2025 | $7.11 | -17% |
| Q1 2025 | $7.17 | -19% |
| Q4 2024 | $5.96 | -37% |
SAIC earned $8.56 per share over the past year, up 3.9% from 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 SAIC 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 SAIC on profitability, with a higher operating margin.
SAIC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.9B | +6.3% |
| Q2 2026 | $1.9B | +1.5% |
| Q1 2026 | $1.8B | -4.8% |
| Q4 2025 | $1.9B | -5.6% |
| Q3 2025 | $1.8B | -2.7% |
| Q2 2025 | $1.9B | +1.6% |
| Q1 2025 | $1.8B | +5.8% |
| Q4 2024 | $2B | +4.3% |
SAIC's revenue grew through 2020 and has held roughly level since: $1.9B last quarter, up 6.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.1% | +0.2 points |
| Q2 2026 | 9.4% | +2.9 points |
| Q1 2026 | 7.6% | +0.1 points |
| Q4 2025 | 6.9% | -1.2 points |
| Q3 2025 | 7.9% | +0.5 points |
| Q2 2025 | 6.5% | -0.6 points |
| Q1 2025 | 7.5% | +3 points |
| Q4 2024 | 8.1% | +0.5 points |
SAIC's operating margin was 8.1% last quarter, about level with 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 SAIC on cash flow, with more consistent year-over-year improvement.
SAIC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $131M | +14% |
| Q2 2026 | $118M | +28% |
| Q1 2026 | $250M | +150% |
| Q4 2025 | $120M | -10% |
| Q3 2025 | $115M | -13% |
| Q2 2025 | $92M | 0% |
| Q1 2025 | $100M | +92% |
| Q4 2024 | $134M | +38% |
SAIC's free cash flow has been positive every quarter for seven years: $619M over the past year, up 40% 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.
SAIC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.7% | -1.2M shares |
| 1 year | -8.5% | -4M shares |
| 3 years | -21% | -11.1M shares |
| 5 years | -27% | -15.6M shares |
| Available history | -27% | -15.5M shares |
SAIC has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $98M |
| Q2 2026 | $188M |
| Q1 2026 | $98M |
| Q4 2025 | $95M |
| Q3 2025 | $110M |
| Q2 2025 | $142M |
| Q1 2025 | $133M |
| Q4 2024 | $121M |
SAIC spent $479M buying back its own shares over the past year, down 5.3% 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.
SAIC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.2x | Elevated |
| Q2 2026 | 3.3x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 3.6x | Elevated |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 3.2x | Elevated |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.3x | Elevated |
SAIC's net debt is about 3.1 years of its operating earnings (EBITDA), about the same as 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).
SAIC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 70.4 | Overbought |
| Stochastic | 86.2 | Overbought |
SAIC's weekly RSI is 70 (overbought) and its Stochastic is 86 (overbought).
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.
SAIC PE vs Technology Sector
| Metric | SAIC | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 28x | 37% below |
| PE % | 45 | 35 | 10 pts above |
SAIC 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.
SAIC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $140.1 | 8% above |
| 20 week MA | $129.7 | 17% above |
| 50 week MA | $111.9 | 35% above |
| 100 week MA | $109.9 | 38% above |
| 200 week MA | $115.1 | 31% above |
SAIC has climbed back above all five of its weekly moving averages, and it's now 31% 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 SAIC on returns for 2026, with the stronger performance.
SAIC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $88.3 | $96.8 | +9.7% |
| 2021 | $96.8 | $82.4 | -15% |
| 2022 | $82.4 | $109.5 | +33% |
| 2023 | $109.5 | $124.3 | +14% |
| 2024 | $124.3 | $111.1 | -11% |
| 2025 | $111.1 | $102.7 | -7.6% |
| 2026 YTD | $102.7 | $151.2 | +47% |
SAIC is up 47% so far in 2026, after finishing lower in three of the previous six years.