AMD
Advanced Micro Devices, Inc.
AMD has the edge over TDY overall, supported by stronger fundamentals and stronger modeled upside.
TDY
Teledyne Technologies Incorporated
TDY has lower modeled downside risk, despite its lower overall score.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
TDY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
TDY's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
TDY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 24x | $648 | — |
| Cheap | 25x | $538 | -17% |
| Fair | 30x | $648 | +0.1% |
| Current | 30x | $648 | — |
| Expensive | 38x | $832 | +29% |
Historical ranges are pointers, not guarantees.
TDY 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 |
Analysts expect strong earnings and revenue growth for AMD, with profitability improving. However, they disagree widely on these estimates.
TDY Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for TDY, 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 TDY on earnings, with more consistent year-over-year improvement.
TDY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $27.03 | +24% |
| Q3 2026 | $21.85 | +27% |
| Q2 2026 | $20.68 | +14% |
| Q1 2026 | $19.74 | +13% |
| Q4 2025 | $18.88 | +9.7% |
| Q3 2025 | $17.25 | -13% |
| Q2 2025 | $18.14 | -1.3% |
| Q1 2025 | $17.48 | -5.4% |
| Q4 2024 | $17.21 | -6.9% |
TDY earned $21.85 per share over the past year, up 27% 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 TDY 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 TDY on profitability, with a higher operating margin.
TDY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.7B | +9.4% |
| Q2 2026 | $1.7B | +9.8% |
| Q1 2026 | $1.6B | +7.6% |
| Q4 2025 | $1.6B | +7.3% |
| Q3 2025 | $1.5B | +6.7% |
| Q2 2025 | $1.5B | +10% |
| Q1 2025 | $1.4B | +7.4% |
| Q4 2024 | $1.5B | +5.4% |
TDY's revenue has grown year over year for nine quarters in a row: $1.7B last quarter, up 9.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +2.2 points |
| Q2 2026 | 20% | +1.7 points |
| Q1 2026 | 19% | +1 points |
| Q4 2025 | 20% | +4.7 points |
| Q3 2025 | 18% | -0.4 points |
| Q2 2025 | 18% | +0.4 points |
| Q1 2025 | 18% | +0.5 points |
| Q4 2024 | 16% | -3.3 points |
TDY's operating margin was 21% last quarter, up 2.2 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 TDY on cash flow, with more consistent year-over-year improvement.
TDY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $319.5M | +1.8% |
| Q2 2026 | $284.7M | +45% |
| Q1 2026 | $204.3M | -9% |
| Q4 2025 | $339.2M | +12% |
| Q3 2025 | $313.9M | +37% |
| Q2 2025 | $196.3M | -35% |
| Q1 2025 | $224.6M | -18% |
| Q4 2024 | $303.4M | +144% |
TDY generated $1.1B in free cash flow over the past year, up 11% 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.
TDY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | -1.3% | -600K shares |
| 3 years | -2.1% | -1M shares |
| 5 years | -1.7% | -800K shares |
| Available history | +25% | +9.4M shares |
TDY has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $94.8M |
| Q4 2025 | $400M |
| Q3 2025 | — |
| Q4 2024 | $21.4M |
| Q3 2024 | $138.8M |
| Q2 2024 | $193.8M |
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.
TDY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.9x | Very low |
| Q2 2026 | 1.1x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.7x | Healthy |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | 1.5x | Healthy |
TDY's net debt is less than a year of its operating earnings (EBITDA), down from 1.4 years 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).
TDY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.0 | Neutral |
| Stochastic | 48.1 | Neutral |
TDY's weekly RSI is 55 (neutral) and its Stochastic is 48 (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.
TDY PE vs Technology Sector
| Metric | TDY | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 28x | 6.4% above |
| PE % | 49 | 35 | 14 pts above |
TDY 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.
TDY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $626.7 | 3.3% above |
| 20 week MA | $634.7 | 2% above |
| 50 week MA | $618.8 | 4.7% above |
| 100 week MA | $564.5 | 15% above |
| 200 week MA | $491.4 | 32% above |
TDY is in an uptrend: it's above all five of its weekly moving averages, and 32% 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 TDY on returns for 2026, with the stronger performance.
TDY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $347.8 | $383.5 | +10% |
| 2021 | $383.5 | $428.7 | +12% |
| 2022 | $428.7 | $393.8 | -8.2% |
| 2023 | $393.8 | $446.3 | +13% |
| 2024 | $446.3 | $471.4 | +5.6% |
| 2025 | $471.4 | $517.4 | +9.7% |
| 2026 YTD | $517.4 | $647.6 | +25% |
TDY has finished higher in five of the last six years. It's up 25% so far in 2026.