Advanced Micro Devices, Inc. (AMD) vs NVIDIA Corporation (NVDA)

Advanced Micro Devices, Inc. and NVIDIA Corporation are both Semiconductors companies. NVIDIA Corporation is the larger, with a market value of $5.44T against $1.05T — 5.2× the size. NVIDIA Corporation trades at the lower P/E: 28.3× against 160×. NVIDIA Corporation grew revenue faster over the last twelve months: 83.4% against 39.5%. NVIDIA Corporation has the higher net margin (63.7% vs 15.6%) and the higher return on invested capital (76.2% vs 7.07%). Across the 22 metrics below, NVIDIA Corporation leads on 18 and Advanced Micro Devices, Inc. on 4.

Valuation

Metric AMD NVDA Semiconductors median
P/E 159.65 28.31 49.41
P/S 24.92 17.97 8.58
P/B 15.31 23.78 5.49
Price to free cash flow 122.71 42.87 47.02
EV/EBITDA 107.13 26.73 30.78
EV/Sales 24.68 17.75 8.79
Earnings yield 0.63% 3.53% 0.62%
Free cash flow yield 0.81% 2.33% 0.59%

Profitability

Metric AMD NVDA Semiconductors median
Gross margin 53.20% 74.67% 52.25%
Operating margin 15.71% 65.21% 4.85%
Net margin 15.58% 63.66% 4.77%
Free cash flow margin 20.31% 41.92% 8.65%
Return on equity 10.14% 117.21% 3.11%
Return on assets 8.08% 83.68% 1.91%
Return on invested capital 7.07% 76.24% 2.46%

Growth

Metric AMD NVDA Semiconductors median
Revenue growth (TTM) 39.54% 83.38% 16.66%
EPS growth (last fiscal year) 165.00% 66.67% —
Revenue growth, 5-year CAGR 28.82% 66.90% 5.60%
Net income growth, 5-year CAGR 11.73% 94.33% 0.00%

Health

Metric AMD NVDA Semiconductors median
Debt to equity 0.05 0.14 0.05
Current ratio 2.61 4.59 3.35
Net debt to EBITDA (1.09) (0.41) 0.58

Dividend

Metric AMD NVDA Semiconductors median
Dividend yield — 0.02% 1.93%
Payout ratio 0.00 0.04 0.00

Size

Metric AMD NVDA Semiconductors median
Market cap 1.05t 5.44t 5.67b

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