AMD
Advanced Micro Devices, Inc.
AMD has the edge over SITM overall, supported by stronger valuation and stronger fundamentals.
SITM
SiTime Corporation
SITM'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.
SITM Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Healthy | |
| Weak |
SITM's revenue, profitability and cash flow are currently healthy, but its balance sheet is weak.
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 has the edge over SITM in the historical PE scenario, which offers more potential upside but is not a forecast.
SITM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 26x | $471 | — |
| Cheap | 50x | $51.83 | -89% |
| Fair | 119x | $123 | -74% |
| Expensive | 409x | $425 | -9.7% |
| Current | 452x | $471 | — |
Historical ranges are pointers, not guarantees.
SITM's PE is in its expensive range at 452x. If earnings grow as analysts expect, today's price would be 26x next year's earnings, in its cheap range.
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.
SITM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SITM, 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 SITM on earnings, with more consistent year-over-year improvement.
SITM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $18.02 | +1633% |
| Q3 2026 | $1.04 | +$4.00 |
| Q2 2026 | $0.59 | +$4.07 |
| Q1 2026 | -$0.91 | +$2.89 |
| Q4 2025 | -$1.72 | +$2.33 |
| Q3 2025 | -$2.96 | +$1.18 |
| Q2 2025 | -$3.48 | +$0.64 |
| Q1 2025 | -$3.80 | +$0.33 |
| Q4 2024 | -$4.05 | -$0.42 |
SITM has returned to profit: it earned $1.04 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's revenue has grown year over year for 13 quarters in a row: $13.4B last quarter, up 45% from the same quarter a year ago.
| 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 SITM on profitability, with a higher operating margin.
SITM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $298.7M | +257% |
| Q2 2026 | $157.4M | +127% |
| Q1 2026 | $113.6M | +88% |
| Q4 2025 | $113.3M | +66% |
| Q3 2025 | $83.6M | +45% |
| Q2 2025 | $69.5M | +58% |
| Q1 2025 | $60.3M | +83% |
| Q4 2024 | $68.1M | +61% |
SITM has the edge over AMD on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | +22 points |
| Q2 2026 | 5.2% | +41 points |
| Q1 2026 | -11% | +36 points |
| Q4 2025 | 1.6% | +35 points |
| Q3 2025 | -19% | +24 points |
| Q2 2025 | -35% | +38 points |
| Q1 2025 | -47% | +60 points |
| Q4 2024 | -34% | +31 points |
SITM's operating margin was 2.8% last quarter, up 22 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 SITM on cash flow, with more consistent year-over-year improvement.
SITM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$16.7M | -164% |
| Q2 2026 | $27.3M | +$30.2M |
| Q1 2026 | $17.9M | +$19.1M |
| Q4 2025 | $13M | +$15.4M |
| Q3 2025 | $26.3M | +$33M |
| Q2 2025 | -$2.9M | -$149K |
| Q1 2025 | -$1.3M | -$98K |
| Q4 2024 | -$2.4M | +$1.8M |
SITM usually generates cash, though not every quarter: the latest was −$17M, but it generated $41M 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 the edge over SITM 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.
SITM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +3.7M shares |
| 1 year | +20% | +5.1M shares |
| 3 years | +40% | +8.8M shares |
| 5 years | +47% | +9.9M shares |
| Available history | +108% | +16.2M shares |
SITM has 31M diluted shares, up 20% from a year ago.
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.
SITM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 8.8x | High |
| Q2 2026 | -21.3x | Net Cash |
SITM's net debt is about 8.8 years of its operating earnings (EBITDA).
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).
SITM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.0 | Neutral |
| Stochastic | 19.0 | Oversold |
SITM's weekly RSI is 44 (neutral) and its Stochastic is 19 (oversold).
AMD PE vs Technology Sector
| Metric | AMD | Sector median | Relative |
|---|---|---|---|
| PE | 127x | 28x | 357% above |
| PE % | 61 | 35 | 26 pts above |
AMD has the edge over SITM on valuation relative to its sector.
SITM PE vs Technology Sector
| Metric | SITM | Sector median | Relative |
|---|---|---|---|
| PE | 452x | 28x | 1,524% above |
| PE % | 85 | 35 | 50 pts above |
SITM is trading at 452x earnings, a 1524% premium to the Technology sector's median of 28x.
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 SITM on trend strength, trading above more of its moving averages.
SITM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $531.4 | 11% below |
| 20 week MA | $579.9 | 19% below |
| 50 week MA | $520.0 | 9.5% below |
| 100 week MA | $369.3 | 27% above |
| 200 week MA | $248.3 | 90% above |
SITM has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 90% 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 SITM on returns for 2026, with the stronger performance.
SITM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $22.7 | $106.9 | +370% |
| 2021 | $106.9 | $283.9 | +166% |
| 2022 | $283.9 | $99.4 | -65% |
| 2023 | $99.4 | $122.1 | +23% |
| 2024 | $122.1 | $220.9 | +81% |
| 2025 | $220.9 | $377.1 | +71% |
| 2026 YTD | $377.1 | $470.6 | +25% |
SITM's yearly returns have swung widely, from +370% in 2020 to −65% in 2022. It's up 25% so far in 2026.