AMD
Advanced Micro Devices, Inc.
AMD has the edge over VRRM overall, supported by stronger modeled upside and stronger fundamentals.
VRRM
Verra Mobility Corporation
VRRM offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
VRRM Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Healthy | |
| Strong | |
| Under pressure |
VRRM's profitability and cash flow are currently healthy, but its revenue and balance sheet are 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.
VRRM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 2.6x | $1.96 | — |
| Current | 8.2x | $1.96 | — |
| Cheap | 31x | $7.49 | +282% |
| Fair | 46x | $11.05 | +464% |
| Expensive | 111x | $26.65 | +1260% |
Historical ranges are pointers, not guarantees.
VRRM 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 VRRM on the outlook, with more favorable earnings and revenue expectations.
VRRM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong decline | |
| Decline | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect VRRM's earnings and revenue to decline, with profitability weakening. However, they disagree widely on these estimates.
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 VRRM on earnings, with more consistent year-over-year improvement.
VRRM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.75 | +214% |
| Q3 2026 | $0.24 | -29% |
| Q2 2026 | $0.26 | 0% |
| Q1 2026 | $0.82 | +273% |
| Q4 2025 | $0.85 | +347% |
| Q3 2025 | $0.34 | -43% |
| Q2 2025 | $0.26 | -54% |
| Q1 2025 | $0.22 | -56% |
| Q4 2024 | $0.19 | -47% |
VRRM earned $0.24 per share over the past year, down 29% 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 VRRM 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's operating margin was 21% last quarter, up 7.4 points from the same quarter a year ago.
VRRM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $28.3M | -21% |
| Q2 2026 | $25.8M | -22% |
| Q1 2026 | $27.3M | -13% |
| Q4 2025 | $32.7M | +0.7% |
| Q3 2025 | $35.7M | +26% |
| Q2 2025 | $33.2M | +15% |
| Q1 2025 | $31.4M | +19% |
| Q4 2024 | $32.4M | +17% |
VRRM's revenue has slid since its 2022 peak: $28M last quarter, down 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 232% | +22 points |
| Q2 2026 | -127% | -318 points |
| Q1 2026 | 190% | +7.2 points |
| Q4 2025 | 132% | +266 points |
| Q3 2025 | 210% | -16 points |
| Q2 2025 | 191% | -21 points |
| Q1 2025 | 182% | -24 points |
| Q4 2024 | -134% | -218 points |
VRRM has the edge over AMD on profitability, with a higher operating margin.
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 VRRM on cash flow, with more consistent year-over-year improvement.
VRRM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $89.4M | +83% |
| Q2 2026 | $32.6M | -19% |
| Q1 2026 | $9.6M | -77% |
| Q4 2025 | $5.7M | -73% |
| Q3 2025 | $49M | -42% |
| Q2 2025 | $40.3M | +55% |
| Q1 2025 | $41.7M | +108% |
| Q4 2024 | $21.6M | +12% |
VRRM still generates free cash flow, though less than at its 2026 peak: $137M 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 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.
VRRM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +175K shares |
| 1 year | -6% | -9.7M shares |
| 3 years | -10% | -17.4M shares |
| 5 years | -8% | -13.3M shares |
| Available history | -7.5% | -12.3M shares |
VRRM has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $1.3M |
| Q1 2026 | $50.2M |
| Q4 2025 | $133.4M |
| Q3 2025 | — |
| Q4 2024 | $148.5M |
| Q3 2024 | — |
| Q4 2023 | — |
VRRM spent $185M 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.
VRRM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 3.9x | Elevated |
| Q1 2026 | 2.9x | Moderate |
| Q4 2025 | 2.7x | Moderate |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 3.7x | Elevated |
| Q4 2024 | 3.9x | Elevated |
VRRM's net debt is about 3.7 years of its operating earnings (EBITDA), up from 3.1 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).
VRRM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 18.4 | Oversold |
| Stochastic | 2.7 | Oversold |
VRRM's weekly RSI is 18 (oversold) and its Stochastic is 3 (oversold).
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.
VRRM PE vs Technology Sector
| Metric | VRRM | Sector median | Relative |
|---|---|---|---|
| PE | 8.2x | 28x | 71% below |
| PE % | 3 | 35 | 32 pts below |
VRRM 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 VRRM on trend strength, trading above more of its moving averages.
VRRM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.74 | 28% below |
| 20 week MA | $3.67 | 47% below |
| 50 week MA | $10.8 | 82% below |
| 100 week MA | $17.3 | 89% below |
| 200 week MA | $19.7 | 90% below |
VRRM is in a downtrend: it's below all five of its weekly moving averages, and 90% 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 VRRM on returns for 2026, with the stronger performance.
VRRM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.0 | $13.5 | -3.6% |
| 2021 | $13.5 | $15.2 | +12% |
| 2022 | $15.2 | $13.5 | -11% |
| 2023 | $13.5 | $23.0 | +71% |
| 2024 | $23.0 | $24.1 | +4.6% |
| 2025 | $24.1 | $22.5 | -6.6% |
| 2026 YTD | $22.5 | $1.96 | -91% |
VRRM has finished lower in three of the last six years. It's down 91% so far in 2026.