AMD vs MSFT
Advanced Micro Devices Inc. Common Stock vs Microsoft Corporation Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$MSFT vs $AMD — ACCE Verdict
Winner: $MSFT, for quality-focused portfolios. $AMD wins on growth and momentum, but the valuation risk is severe.
$AMD's headline numbers are explosive — revenue up 37.8% YoY, earnings up 91.2%, and a 1Y return of +337.8%. The momentum score of 97/100 reflects that run. But the ACCE 6-model fair value sits at $162.52, implying -68.7% downside from the current $518.84 price. A trailing P/E of 169.4 and EV/EBITDA of 102.11 leave almost no margin for error. The value score of 14/100 says it plainly.
$MSFT trades at a trailing P/E of 23.3 and forward P/E of 20.1 — a fraction of $AMD's multiples. Its 6-model fair value of $311.68 suggests modest overvaluation (-19.4%), not a cliff. The quality score of 100/100 is backed by real numbers: 39.3% net margin, 34.0% ROE, and a 2.5% FCF yield. Revenue grew 18.3% and earnings 23.4% YoY — durable, not speculative. The analyst target of $561.39 implies meaningful upside from $386.93.
$AMD is a growth trade. $MSFT is a business. At current prices, the business wins.