AMD
Advanced Micro Devices, Inc.
AMD has the edge over SLAB overall, supported by stronger modeled upside and stronger fundamentals.
SLAB
Silicon Laboratories Inc.
SLAB trails on the overall score without a compensating advantage in the available component scores.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
SLAB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Under pressure | |
| Strong |
SLAB's revenue and balance sheet are currently healthy, and its profitability is stable, but its cash flow 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.
SLAB PE Valuation
SLAB 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.
SLAB Forward outlook
There aren't enough analyst estimates for SLAB to show an outlook.
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 SLAB on earnings quality, reporting a profit while its opponent remains loss making.
SLAB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.61 | +$2.02 |
| Q2 2026 | -$1.17 | +$2.04 |
| Q1 2026 | -$1.52 | +$3.58 |
| Q4 2025 | -$1.98 | +$3.95 |
| Q3 2025 | -$2.63 | +$4.73 |
| Q2 2025 | -$3.21 | +$2.95 |
| Q1 2025 | -$5.10 | -$1.83 |
| Q4 2024 | -$5.93 | -$4.84 |
SLAB is still losing money, but far less than before: $0.61 per share over the past year, against $7.36 at its worst 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 SLAB 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 SLAB on profitability, with a higher operating margin.
SLAB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $250.9M | +22% |
| Q2 2026 | $228.2M | +18% |
| Q1 2026 | $213.5M | +20% |
| Q4 2025 | $208.2M | +25% |
| Q3 2025 | $206M | +24% |
| Q2 2025 | $192.8M | +33% |
| Q1 2025 | $177.7M | +67% |
| Q4 2024 | $166.2M | +91% |
SLAB's revenue has grown year over year for eight quarters in a row: $251M last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.2% | +9.2 points |
| Q2 2026 | -4.7% | +7.2 points |
| Q1 2026 | -8% | +10 points |
| Q4 2025 | -1.6% | +16 points |
| Q3 2025 | -6% | +12 points |
| Q2 2025 | -12% | +21 points |
| Q1 2025 | -18% | +38 points |
| Q4 2024 | -17% | +67 points |
SLAB's operating margin was 3.2% last quarter, up 9.2 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 SLAB on cash flow, with more consistent year-over-year improvement.
SLAB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $40.5M | +45% |
| Q2 2026 | -$26.8M | -$23M |
| Q1 2026 | -$4.9M | -111% |
| Q4 2025 | -$1.6M | -126% |
| Q3 2025 | $27.9M | -5.1% |
| Q2 2025 | -$3.8M | -130% |
| Q1 2025 | $43.3M | +$117.1M |
| Q4 2024 | $6.2M | -58% |
SLAB still generates free cash flow, though less than at its 2022 peak: $7M 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 SLAB 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.
SLAB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.6% | +546K shares |
| 1 year | +2.8% | +917K shares |
| 3 years | +5.2% | +1.7M shares |
| 5 years | -24% | -10.9M shares |
| Available history | -24% | -10.5M shares |
SLAB has 34M diluted shares, up 2.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2024 | $16,000 |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $16M |
| Q2 2023 | $183.5M |
| Q1 2023 | $17.6M |
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.
SLAB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -402.1x | Net Cash |
| Q4 2023 | -117.5x | Net Cash |
| Q3 2023 | -1.2x | Net Cash |
| Q2 2023 | -1.3x | Net Cash |
| Q1 2023 | -5.6x | Net Cash |
| Q4 2022 | -3.5x | Net Cash |
| Q3 2022 | -4.1x | Net Cash |
| Q2 2022 | -6.4x | Net Cash |
SLAB 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).
SLAB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.2 | Neutral |
| Stochastic | 78.2 | Neutral |
SLAB's weekly RSI is 69 (neutral) and its Stochastic is 78 (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.
SLAB PE vs Technology Sector
| Metric | SLAB | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
SLAB 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 is in an uptrend: it's above all five of its weekly moving averages, and 193% above its 200-week average.
SLAB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 0.1% above |
| 20 week MA | $219.9 | 1% above |
| 50 week MA | $202.3 | 9.8% above |
| 100 week MA | $165.8 | 34% above |
| 200 week MA | $148.3 | 50% above |
SLAB is in an uptrend: it's above all five of its weekly moving averages, and 50% 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 SLAB on returns for 2026, with the stronger performance.
SLAB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $116.5 | $126.3 | +8.4% |
| 2021 | $126.3 | $205.1 | +62% |
| 2022 | $205.1 | $134.7 | -34% |
| 2023 | $134.7 | $132.3 | -1.8% |
| 2024 | $132.3 | $127.8 | -3.4% |
| 2025 | $127.8 | $134.4 | +5.2% |
| 2026 YTD | $134.4 | $222.1 | +65% |
SLAB is up 65% so far in 2026, after finishing lower in three of the previous six years.