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AAPL vs AMD

Apple Inc. Common Stock vs Advanced Micro Devices Inc. Common Stock. Puntuaciones ACCE, valoración, rentabilidad y crecimiento, frente a frente.

Puntuaciones ACCE
AAPL
AMD
Puntuación compuesta
Sobre 100
72
71
Crecimiento
80
100
Valor
25
14
Calidad
87
74
Momentum
97
97
Valoración
AAPL
AMD
Precio
338,98
615,52
Capitalización
4,91 B
913.892 M
PER actual
38,59
142,81
PER estimado
35,09
35,97
VE / EBITDA
29,34
84,44
Rentabilidad por dividendo
0,3 %
0,0 %
Rentabilidad
AAPL
AMD
ROE
1,5 %
10,2 %
Margen neto
27,6 %
15,6 %
Deuda / patrimonio
1,34
0,05
Flujo de caja libre
98.767 M
6735 M
Crecimiento
AAPL
AMD
Crecimiento de ingresos (interanual)
16,4 %
50,1 %
Crecimiento de beneficios (interanual)
28,7 %
1,6 %
Precio objetivo de analistas
328,22
616,51
Veredicto ACCE

$AAPL vs $AMD: Apple Takes the Edge

$AAPL wins this comparison on quality and risk-adjusted fundamentals, though $AMD makes a compelling growth case.

Growth clearly belongs to $AMD: revenue up 37.8% YoY versus $AAPL's 16.6%, and earnings surging 91.2% against $AAPL's 21.8%. That momentum is real, and $AMD's perfect 100 growth score reflects it.

Valuation is where $AMD stumbles. A trailing P/E of 155.2 and EV/EBITDA of 97.53 price in enormous execution. $AAPL at a trailing P/E of 37.4 and EV/EBITDA of 28.10 is not cheap, but it's a far more defensible multiple given its 27.2% net margin versus $AMD's 13.4%.

Quality seals it for $AAPL. A quality score of 92 versus $AMD's 52, combined with $AAPL's D/E of 79.55 (high but backed by its $4.54T market cap and cash generation) versus $AMD's leaner 6.00, reflects a business with durable, high-margin earnings. $AAPL's analyst target of $308.65 sits just below its current $309.44 price — essentially fairly valued, with limited downside risk.

$AMD is the higher-upside bet. $AAPL is the stronger business at a reasonable price.

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