AMD
Advanced Micro Devices, Inc.
AMD has the edge over YOU overall, supported by stronger fundamentals and stronger modeled upside.
YOU
Clear Secure, Inc.
YOU has slightly 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.
YOU Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
YOU'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.
YOU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $32.82 | -42% |
| Forward | 25x | $56.79 | — |
| Fair | 32x | $54.08 | -4.8% |
| Current | 33x | $56.79 | — |
| Expensive | 50x | $85.27 | +50% |
Historical ranges are pointers, not guarantees.
YOU 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.
YOU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for YOU, with profitability improving. 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 YOU on earnings, with more consistent year-over-year improvement.
YOU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.31 | +35% |
| Q3 2026 | $1.71 | +1.8% |
| Q2 2026 | $1.48 | -9.8% |
| Q1 2026 | $1.25 | -24% |
| Q4 2025 | $1.12 | -29% |
| Q3 2025 | $1.68 | +95% |
| Q2 2025 | $1.64 | +110% |
| Q1 2025 | $1.64 | +169% |
| Q4 2024 | $1.58 | +394% |
YOU earned $1.71 per share over the past year, up 1.8% 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 YOU 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.
YOU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $292.9M | +28% |
| Q2 2026 | $277.8M | +27% |
| Q1 2026 | $253M | +20% |
| Q4 2025 | $240.8M | +17% |
| Q3 2025 | $229.2M | +16% |
| Q2 2025 | $219.5M | +18% |
| Q1 2025 | $211.4M | +18% |
| Q4 2024 | $206.3M | +21% |
YOU's revenue has grown year over year for 21 quarters in a row: $293M last quarter, up 28% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 28% | +5.4 points |
| Q2 2026 | 30% | +11 points |
| Q1 2026 | 25% | +6.8 points |
| Q4 2025 | 22% | +5.9 points |
| Q3 2025 | 23% | +5.3 points |
| Q2 2025 | 19% | +3.1 points |
| Q1 2025 | 18% | +4.5 points |
| Q4 2024 | 17% | +7.3 points |
YOU 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 generated $7.1B in free cash flow over the past year, up 30% from the year before.
YOU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$103.8M | -$50.4M |
| Q2 2026 | $189M | +60% |
| Q1 2026 | $185.5M | +103% |
| Q4 2025 | $187.4M | +40% |
| Q3 2025 | -$53.5M | -$15.6M |
| Q2 2025 | $117.9M | +7.2% |
| Q1 2025 | $91.3M | +18% |
| Q4 2024 | $133.9M | +49% |
YOU usually generates cash, though not every quarter: the latest was −$104M, but it generated $458M 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 YOU 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.
YOU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +28% | +28.5M shares |
| 1 year | +34% | +33.5M shares |
| 3 years | +44% | +40.4M shares |
| 5 years | +79% | +58M shares |
| Available history | +79% | +57.8M shares |
YOU has 131M diluted shares, up 34% from a year ago, despite $174M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $170.9M |
| Q2 2026 | — |
| Q1 2026 | $1.2M |
| Q4 2025 | $1.8M |
| Q3 2025 | $5.9M |
| Q2 2025 | $24.6M |
| Q1 2025 | $101.7M |
| Q4 2024 | $47.8M |
YOU spent $174M buying back its own shares over the past year, down 3.4% from the year before.
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.
YOU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | -0.4x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.6x | Very low |
YOU 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).
YOU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.1 | Neutral |
| Stochastic | 50.9 | Neutral |
YOU's weekly RSI is 64 (neutral) and its Stochastic is 51 (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.
YOU PE vs Technology Sector
| Metric | YOU | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 28x | 19% above |
| PE % | 55 | 43 | 12 pts above |
YOU 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.
YOU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $46.6 | 22% above |
| 20 week MA | $47.7 | 19% above |
| 50 week MA | $46.3 | 23% above |
| 100 week MA | $37.5 | 51% above |
| 200 week MA | $30.4 | 87% above |
YOU is in an uptrend: it's above all five of its weekly moving averages, and 87% 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 YOU on returns for 2026, with the stronger performance.
YOU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $48.0 | $30.3 | -37% |
| 2022 | $30.3 | $26.8 | -12% |
| 2023 | $26.8 | $20.7 | -23% |
| 2024 | $20.7 | $27.2 | +32% |
| 2025 | $27.2 | $35.9 | +32% |
| 2026 YTD | $35.9 | $56.8 | +58% |
YOU is up 58% so far in 2026, after finishing lower in three of the previous five years.