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Advanced Micro Devices, Inc (AMD) Fair Value & Analysis

Technology · AR · Market cap 125T ARS

AM Advanced Micro Devices, Inc AMD · BA
Price77,275 ARS
Fair Value83,481 ARS
Upside+8.0%
Quality73/100
Healthy Growth
Solidly profitable · 13.4% net margin
Low debt · generates free cash flow
Ranks above peers (13/14)
Moderate moat 59/100
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Evidence: High Range 63,326 ARS – 103,621 ARS Share as image

Fair value as of: Jul 14, 2026

From 24 valuation models · updated 20 days ago

Fair value updated Jul 14, 2026, revised from 110,060 ARS to 83,481 ARS (−24.1%) since Jun 24, 2026. Share price +24.1% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from 63,326 ARS (bear) to 103,621 ARS (bull), base 83,481 ARS. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 73/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

82,350 ARS 2,137 ARS Fair Value 83,481 ARS Feb 2021 Jun 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.

How to read this chart

60‑month range 2,137 ARS – 82,350 ARS · fair‑value band 63,326 ARS – 103,621 ARS · the 77,275 ARS price screens below the 83,481 ARS fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.

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Analysis

Advanced Micro Devices, Inc (AMD) currently trades at 77,275 ARS, while our model-based Fair Value estimate is 83,481 ARS, implying the stock looks roughly 8.0% fairly valued today. We read business quality at 73/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Advanced Micro Devices, Inc generated revenue of 37.5B ARS at a net margin of 13.4%. Revenue grew 37.8% year over year. It earns a return on equity of 8.1%. The stock trades on a trailing P/E of 17.8. Fundamentals as of Jul 14, 2026

Our scenario range runs from 63,326 ARS (bear case) to 103,621 ARS (bull case); at 77,275 ARS, the current price sits within that range. The share trades about 6% below its 52-week high, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -54% fair-value upside, at 8%, AMD screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF 121,066 ARS 252,032 ARS 505,005 ARS 80
Rev-Margin DCF 65,991 ARS 111,536 ARS 177,286 ARS 74
ROIC Compounder 36,661 ARS 42,498 ARS 47,688 ARS 72
All 24 models by family
DCF Models
FCF DCF 125,369 ARS 223,275 ARS 496,066 ARS 38
Owner Earnings 118,683 ARS 260,657 ARS 560,597 ARS 31
5Y Revenue Exit 65,991 ARS 109,356 ARS 177,877 ARS 39
5Y EBITDA Exit 89,317 ARS 161,200 ARS 269,910 ARS 41
5Y P/E Exit 89,096 ARS 165,909 ARS 261,045 ARS 38
10Y Revenue Exit 81,468 ARS 136,691 ARS 210,642 ARS 36
10Y EBITDA Exit 99,623 ARS 179,724 ARS 316,378 ARS 37
10Y P/E Exit 99,475 ARS 179,318 ARS 307,901 ARS 35
Earnings-Based
Graham-Dodd 33,392 ARS 216,626 ARS 303,044 ARS 54
Lynch FV 62,925 ARS 89,908 ARS 116,873 ARS 50
PEG = 1.0 62,925 ARS 89,908 ARS 116,873 ARS 46
EPV 36,661 ARS 42,498 ARS 47,688 ARS 59
Multiples
P/E Multiple 73,655 ARS 98,201 ARS 122,747 ARS 63
P/S Multiple 62,611 ARS 83,481 ARS 104,333 ARS 58
P/B Multiple 62,611 ARS 83,481 ARS 104,333 ARS 55
EV/EBIT 60,099 ARS 78,919 ARS 97,758 ARS 53
EV/EBITDA 77,589 ARS 102,246 ARS 126,902 ARS 54
EV/Revenue 41,685 ARS 58,012 ARS 74,320 ARS 43
Asset-Based
NCAV (Graham) 35,683 ARS 47,817 ARS 71,365 ARS 50
Growth DCF
Growth DCF 121,066 ARS 252,032 ARS 505,005 ARS 80
Rev-Margin DCF 65,991 ARS 111,536 ARS 177,286 ARS 74
Economic Profit
Residual Income 58,566 ARS 61,854 ARS 67,099 ARS 61
ROIC Compounder 36,661 ARS 42,498 ARS 47,688 ARS 72
Growth Earnings
Growth-Adj P/E 86,658 ARS 123,799 ARS 160,923 ARS 68

Widest divergence: DCF Models (165,909 ARS) versus Economic Profit (42,498 ARS). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 37.5B ARS
Revenue growth (YoY) +37.8%
Net margin 13.4%
Return on equity 8.1%
Free cash flow 6.7B ARS FY2025
P/E ratio 17.8
More key figures
Operating margin 14.4%
EPS (TTM) 4,301 ARS
EPS growth (YoY) +91.2%

Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 73/100

Of which business quality 73 · Market factors (momentum, volatility) 69

Profitability 40
Margins and returns on capital today
Quality Growth 81
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 100
Price trend over the last 3–12 months (market factor)
52W Momentum 96
Distance to the 52-week high (market factor)
Net Issuance 77
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded.

Full company description

Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Advanced Micro Devices, Inc reported revenue of 34.6B ARS in FY2025 versus 23.6B ARS in FY2022, a compound +13.6%/yr. Reported net income was 4.3B ARS in FY2025, compounding +48.6%/yr from FY2022.

Growth Quality 94/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
34.6B ARS
Latest YoY
+34.3%
Avg. growth/yr (3Y)
+13.6%
Revenue +13.6%/yr
FY22 23.6B ARS
FY23 22.7B ARS
FY24 25.8B ARS
FY25 34.6B ARS
Net income +48.6%/yr
FY22 1.3B ARS
FY23 854M ARS
FY24 1.6B ARS
FY25 4.3B ARS

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Cite: Fair Value Calculator (2026). "Advanced Micro Devices, Inc Fair Value". https://www.fairvalue-calculator.com/stock/AMD

Peer Group

Semiconductors · 370 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 73 · Top 25%
Fair Value upside +8% · Top 25%
Return on equity (TTM) 8% · Above median
Return on assets 4% · Above median
Net margin (TTM) 13% · Above median
Operating margin (TTM) 14% · Above median
Revenue growth 38% · Above median
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Semiconductors median · lower = cheaper

P/E (TTM) 17.8× · Cheaper than 75% of peers
P/B 1.39× · Cheaper than 75% of peers
P/S (TTM) 2.33× · Cheaper than median
P/FCF 13.0× · Pricier than median
EV/EBITDA 11.3× · Cheaper than 75% of peers
PEG 0.13× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 44 · sector 0
FUTURE 100 · sector 66
PAST 32 · sector 20
HEALTH 98 · sector 96
DIVIDEND 0 · sector 18

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
NVIDIA Corporation NVDA $211.80 $96.91 -54%
Taiwan Semiconductor Manufacturing Company TSM $398.37 $207.49 -48%
Broadcom Inc 1AVGO €323.25 €121.25 -62%
Micron Technology, Inc 1MU €880.10 €206.77 -77%
SK hynix Inc 000660 2,082,000 KRW 1,109,311 KRW -47%
Intel Corporation INTC C$68.40 C$9.82 -86%
Texas Instruments Incorporated TXN $311.46 $59.75 -81%
MediaTek Inc 2454 3,740 TWD 1,163 TWD -69%
SK Square Co 402340 1,212,000 KRW 868,000 KRW -28%
GigaDevice Semiconductor Inc 3986 HK$917.50 HK$540.01 -41%

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Frequently asked questions

Is Advanced Micro Devices, Inc (AMD) overvalued or undervalued?
As of Jul 14, 2026, our model estimates a fair value of 83,481 ARS versus a price of 77,275 ARS, about +8% (fairly valued).
What is the fair value of AMD?
Our model-based fair value for Advanced Micro Devices, Inc is 83,481 ARS (as of Jul 14, 2026), built from audited fundamentals. The current price is 77,275 ARS.
What is the quality score of AMD?
Advanced Micro Devices, Inc has a Quality Score of 73/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Advanced Micro Devices, Inc (AMD)?
Advanced Micro Devices, Inc reported trailing-twelve-month revenue of about 37.5B ARS (latest available figure, as of Jul 14, 2026).
What is the net profit margin of AMD?
The net profit margin of Advanced Micro Devices, Inc is about 13.4%, meaning it keeps roughly 13.4% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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