Advanced Micro Devices, Inc. (AMD) vs ARM Holdings PLC Sponsored ADR (ARM)

Advanced Micro Devices, Inc. and ARM Holdings PLC Sponsored ADR are both Semiconductors companies. Advanced Micro Devices, Inc. is the larger, with a market value of $660.2B against $178.1B — 3.7× the size. Advanced Micro Devices, Inc. trades at the lower P/E: 88.5× against 175×. Advanced Micro Devices, Inc. grew revenue faster over the last twelve months: 41.9% against 25.1%. ARM Holdings PLC Sponsored ADR has the higher net margin (20.3% vs 16.8%) and the higher return on invested capital (11.6% vs 8.43%). Across the 22 metrics below, Advanced Micro Devices, Inc. leads on 13 and ARM Holdings PLC Sponsored ADR on 9.

Valuation

Metric AMD ARM Semiconductors median
P/E 88.53 175.25 36.98
P/S 14.90 35.15 6.03
P/B 9.90 21.00 3.87
Price to free cash flow 96.06 123.10 43.80
EV/EBITDA 60.31 155.41 20.84
EV/Sales 14.73 34.39 5.07
Earnings yield 1.13% 0.57% 1.13%
Free cash flow yield 1.04% 0.81% 1.06%

Profitability

Metric AMD ARM Semiconductors median
Gross margin 53.72% 97.54% 52.21%
Operating margin 17.72% 17.01% 5.47%
Net margin 16.77% 20.25% 4.26%
Free cash flow margin 15.51% 28.55% 5.02%
Return on equity 11.80% 13.35% 2.86%
Return on assets 8.87% 10.14% 2.03%
Return on invested capital 8.43% 11.56% 2.28%

Growth

Metric AMD ARM Semiconductors median
Revenue growth (TTM) 41.87% 25.12% 17.60%
EPS growth (last fiscal year) 165.00% 13.33% 27.66%
Revenue growth, 5-year CAGR 28.82% 12.73% 5.14%
Net income growth, 5-year CAGR 11.73% 10.49% 0.00%

Health

Metric AMD ARM Semiconductors median
Debt to equity 0.10 0.00 0.12
Current ratio 2.72 5.25 3.39
Net debt to EBITDA (1.09) (3.13) 0.53

Dividend

Metric AMD ARM Semiconductors median
Dividend yield — — 1.62%
Payout ratio — — 0.38

Size

Metric AMD ARM Semiconductors median
Market cap 660.17b 178.06b 5.69b

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