In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing Advanced Micro Devices (NASDAQ:AMD) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company’s performance within the industry.
Advanced Micro Devices Background
Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers (including artificial intelligence), industrial, and automotive applications. AMD’s traditional strength was in central processing units and graphics processing units used in PCs and data centers. However, AMD is emerging as a prominent player in AI GPUs and related hardware. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox.
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| Advanced Micro Devices Inc | 151.73 | 11.51 | 19.96 | 2.17% | $2.4 | $5.42 | 37.85% |
| NVIDIA Corp | 43.92 | 33.25 | 24.43 | 31.11% | $51.28 | $51.09 | 73.21% |
| Broadcom Inc | 83.82 | 25.49 | 30.64 | 9.12% | $11.15 | $13.16 | 29.47% |
| Micron Technology Inc | 35.24 | 11.62 | 14.57 | 21.0% | $18.48 | $17.75 | 196.29% |
| Texas Instruments Inc | 49.20 | 15.61 | 14.24 | 9.35% | $2.42 | $2.8 | 18.58% |
| Qualcomm Inc | 23.56 | 8.47 | 5.34 | 29.27% | $2.82 | $5.7 | -3.46% |
| Analog Devices Inc | 76.15 | 6.02 | 17.54 | 2.46% | $1.52 | $2.04 | 30.42% |
| Marvell Technology Inc | 55.42 | 10.40 | 18.06 | 2.79% | $0.75 | $1.15 | 22.08% |
| Monolithic Power Systems Inc | 114.59 | 21.39 | 26.32 | 5.36% | $0.26 | $0.45 | 26.14% |
| NXP Semiconductors NV | 28.18 | 6.81 | 5.93 | 10.69% | $1.7 | $1.79 | 12.2% |
| Microchip Technology Inc | 450.41 | 8.34 | 11.46 | 1.79% | $0.32 | $0.71 | 10.56% |
| GLOBALFOUNDRIES Inc | 53.32 | 3.48 | 6.06 | 0.87% | $0.49 | $0.45 | 3.09% |
| ON Semiconductor Corp | 75.88 | 5.54 | 6.89 | -0.45% | $0.25 | $0.58 | 4.68% |
| Credo Technology Group Holding Ltd | 103.57 | 18.81 | 32.78 | 10.03% | $0.16 | $0.28 | 201.49% |
| MACOM Technology Solutions Holdings Inc | 153.14 | 19.37 | 25.40 | 3.34% | $0.07 | $0.16 | 22.5% |
| Tower Semiconductor Ltd | 108.77 | 8.16 | 15.31 | 2.78% | $0.2 | $0.12 | 13.69% |
| First Solar Inc | 14.21 | 2.39 | 4.37 | 3.57% | $0.51 | $0.49 | 23.64% |
| Lattice Semiconductor Corp | 908.36 | 23.54 | 30.69 | 3.0% | $0.04 | $0.12 | 42.24% |
| Average | 139.87 | 13.45 | 17.06 | 8.59% | $5.44 | $5.81 | 42.75% |
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