AMD
Advanced Micro Devices, Inc.
AMD has the edge over YMM overall, supported by stronger fundamentals and stronger modeled upside.
YMM
Full Truck Alliance Co. Ltd.
YMM'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.
YMM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
YMM's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
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.
YMM PE Valuation
YMM 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 |
AMD has the edge over YMM on the outlook, with more favorable profitability expectations.
YMM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for YMM, with profitability 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 stronger earnings trend. Trailing diluted EPS is up 127% for AMD versus YMM up 60%.
YMM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2025 | $0.08 | +60% |
| Q1 2025 | $0.07 | +40% |
| Q4 2024 | $0.06 | +50% |
| Q3 2024 | $0.06 | +50% |
| Q2 2024 | $0.05 | +67% |
| Q1 2024 | $0.05 | +150% |
| Q4 2023 | $0.04 | +300% |
| Q3 2023 | $0.04 | +$0.06 |
YMM's earnings per share have climbed steadily: $0.08 over the past year, up 60% from the year before, and higher year over year for 11 quarters in a row.
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 YMM 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's operating margin was 21% last quarter, up 7.4 points from the same quarter a year ago.
YMM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $506M | +4.1% |
| Q1 2026 | $427.5M | +5.5% |
| Q4 2025 | $479.1M | +0.6% |
| Q3 2025 | $504M | +11% |
| Q2 2025 | $486.1M | +17% |
| Q1 2025 | $405.2M | +19% |
| Q4 2024 | $476.4M | +32% |
| Q3 2024 | $454.9M | +34% |
YMM's revenue has grown year over year every quarter since late 2020: $506M last quarter, up 4.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 44% | +8.7 points |
| Q1 2026 | 35% | -9.2 points |
| Q4 2025 | 32% | +5.9 points |
| Q3 2025 | 23% | -2 points |
| Q2 2025 | 35% | +15 points |
| Q1 2025 | 45% | +31 points |
| Q4 2024 | 26% | +16 points |
| Q3 2024 | 25% | +14 points |
YMM 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 YMM on cash flow, with more consistent year-over-year improvement.
YMM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $322.7M | +$322.7M |
| Q1 2026 | $234.4M | +$234.4M |
| Q4 2025 | $0 | $0 |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
YMM's free cash flow has been positive every quarter since late 2022: $557M over the past year, against $0 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.
YMM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -3.2M shares |
| 1 year | -0.7% | -7M shares |
| 3 years | -2.5% | -26.7M shares |
| 5 years | -5.2% | -57.3M shares |
| Available history | -5.2% | -57.3M shares |
YMM has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
YMM hasn't bought back shares in 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.
YMM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -1.4x | Net Cash |
| Q1 2026 | -1.5x | Net Cash |
| Q4 2025 | -1.3x | Net Cash |
| Q3 2025 | -1.3x | Net Cash |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -2.4x | Net Cash |
| Q4 2024 | -2.3x | Net Cash |
| Q3 2024 | -2.3x | Net Cash |
YMM 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).
YMM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 41.8 | Neutral |
YMM's weekly RSI is 47 (neutral) and its Stochastic is 42 (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.
YMM PE vs Technology Sector
| Metric | YMM | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
YMM 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 has the edge over YMM on trend strength, trading above more of its moving averages.
YMM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $8.49 | 0% above |
| 20 week MA | $8.69 | 2.3% below |
| 50 week MA | $9.06 | 6.3% below |
| 100 week MA | $10.5 | 19% below |
| 200 week MA | $9.02 | 5.9% below |
YMM is in a downtrend: it's below all five of its weekly moving averages, and 5.9% 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 YMM on returns for 2026, with the stronger performance.
YMM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $19.7 | $8.30 | -58% |
| 2022 | $8.30 | $8.14 | -1.9% |
| 2023 | $8.14 | $7.01 | -14% |
| 2024 | $7.01 | $11.0 | +56% |
| 2025 | $11.0 | $11.2 | +1.8% |
| 2026 YTD | $11.2 | $8.49 | -24% |
YMM has finished lower in three of the last five years. It's down 24% so far in 2026.