Compare Stocks › ABNB vs AMD
Airbnb, Inc. (ABNB) vs Advanced Micro Devices, Inc. (AMD)
ABNB
Airbnb, Inc.
$130.79
VS
AMD
Advanced Micro Devices, Inc.
$205.27
Rewards
ABNB
- ★Airbnb, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Gross margin of 83.0% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Airbnb, Inc. scores 72/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
AMD
- ★Free cash flow has grown at a 29.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $35.82 of market value — management is an exceptional capital allocator.
- ★Trailing P/E of 78.6x is 43% below the historical average of 138.5x — potentially undervalued relative to its own history.
Risks
ABNB
- ⚠FCF yield of 5.9% suggests reasonable valuation assuming continued moderate growth.
- ⚠5 insider sales totaling $2.6M with no purchases in the past 3 months — insiders are reducing their exposure.
AMD
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 4 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 2.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠8 insider sales totaling $54.7M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →ABNB
AMD
Valuation
$4.65B
Free Cash Flow
$6.74B
5.93%
FCF Yield
2.01%
32.45
Trailing P/E
78.65
22.51
Forward P/E
19.10
Quality & Moat
8.94%
ROIC
6.97%
30.63%
ROE
6.88%
82.96%
Gross Margin
52.49%
N/A
PEG Ratio
0.36
Balance Sheet Safety
0.28
Debt / Equity
0.06
N/A
Interest Coverage
N/A
-3.40
Net Debt / EBITDA
-0.97
N/A
Dividend Yield
N/A
ABNB: 6Ties: 1AMD: 3
ABNBAMD
Historical Fundamentals
Learn more →ABNB
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
AMD
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →ABNB
$2.79
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$9.95B
Δ Market Cap
+$27.75B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
AMD
$35.82
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$6.83B
Δ Market Cap
+$244.67B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →ABNB
52.8% Margin of Safety
Price is 52.8% below estimated fair value
Current Price: $130.79
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $277.06
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
AMD
4.0% Overvalued
Price is 4.0% above estimated fair value
Current Price: $205.27
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $197.32
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →ABNB
What growth rate is the market pricing in at $131?
+3.8%
Market-Implied FCF Growth Rate
Market below historical growth — potential opportunity.
AMD
What growth rate is the market pricing in at $205?
+26.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +19.8%
The market implies +26.0% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +19.8%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →ABNB
72/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by revenue predictability. Reinvestment Efficiency is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
AMD
41/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →ABNB
-2.76
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
AMD
-2.84
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →ABNB
Insiders 1.4%Institutions 87.1%Retail & Other 11.5%
No. of Institutional Holders1,809
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
AMD
Insiders 0.4%Institutions 72.3%Retail & Other 27.3%
No. of Institutional Holders4,072
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →ABNB
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
AMD
0
Buys (3M)
1
Buys (12M)
Total value (12M): $999,328
GUIDO PHILIP
Officer
$999,328
@ $113.56 · 2025-05-20
GUIDO PHILIP
Officer
$499,616
@ $107.56 · 2025-02-07
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →ABNB
5
Sells (3M)
62
Sells (12M)
Total value (12M): $41.15M
MERTZ ELINOR
Chief Financial Officer
$584,725
@ $135.73 · 2026-03-05
MERTZ ELINOR
Chief Financial Officer
$487,500
@ $130.00 · 2026-03-02
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$533,735
@ $125.29 · 2026-02-20
MERTZ ELINOR
Chief Financial Officer
$487,500
@ $130.00 · 2026-02-02
MERTZ ELINOR
Chief Financial Officer
$509,775
@ $135.94 · 2026-01-02
BALOGH ARISTOTLE N
Chief Technology Officer
$345,745
@ $134.79 · 2025-12-19
BALOGH ARISTOTLE N
Chief Technology Officer
$2.06M
@ $135.00 · 2025-12-17
BALOGH ARISTOTLE N
Chief Technology Officer
$83,804
@ $128.93 · 2025-12-12
MERTZ ELINOR
Chief Financial Officer
$975,000
@ $130.00 · 2025-12-12
BALOGH ARISTOTLE N
Chief Technology Officer
$2.11M
@ $125.19 · 2025-12-09
MERTZ ELINOR
Chief Financial Officer
$578,750
@ $125.00 · 2025-12-09
BALOGH ARISTOTLE N
Chief Technology Officer
$78,598
@ $120.92 · 2025-12-05
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$14.13M
@ $120.41 · 2025-12-04
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$619,572
@ $120.03 · 2025-12-02
BALOGH ARISTOTLE N
Chief Technology Officer
$133,732
@ $116.39 · 2025-12-01
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$385,960
@ $116.71 · 2025-11-28
BALOGH ARISTOTLE N
Chief Technology Officer
$68,706
@ $114.51 · 2025-11-20
BALOGH ARISTOTLE N
Chief Technology Officer
$72,828
@ $121.38 · 2025-11-13
BALOGH ARISTOTLE N
Chief Technology Officer
$73,428
@ $122.38 · 2025-11-06
BALOGH ARISTOTLE N
Chief Technology Officer
$75,282
@ $125.47 · 2025-10-30
MERTZ ELINOR
Chief Financial Officer
$975,000
@ $130.00 · 2025-10-28
MERTZ ELINOR
Chief Financial Officer
$1.56M
@ $127.65 · 2025-10-24
BALOGH ARISTOTLE N
Chief Technology Officer
$76,518
@ $127.53 · 2025-10-23
BALOGH ARISTOTLE N
Chief Technology Officer
$74,556
@ $124.26 · 2025-10-16
BALOGH ARISTOTLE N
Chief Technology Officer
$72,276
@ $120.46 · 2025-10-09
BALOGH ARISTOTLE N
Chief Technology Officer
$73,482
@ $122.47 · 2025-10-02
BALOGH ARISTOTLE N
Chief Technology Officer
$73,746
@ $122.91 · 2025-09-25
BALOGH ARISTOTLE N
Chief Technology Officer
$74,244
@ $123.74 · 2025-09-18
BALOGH ARISTOTLE N
Chief Technology Officer
$74,208
@ $123.68 · 2025-09-11
BALOGH ARISTOTLE N
Chief Technology Officer
$74,790
@ $124.65 · 2025-09-04
MERTZ ELINOR
Chief Financial Officer
$594,585
@ $128.42 · 2025-09-02
BALOGH ARISTOTLE N
Chief Technology Officer
$78,114
@ $130.19 · 2025-08-28
BALOGH ARISTOTLE N
Chief Technology Officer
$74,976
@ $124.96 · 2025-08-21
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$281,199
@ $125.20 · 2025-08-20
BALOGH ARISTOTLE N
Chief Technology Officer
$74,172
@ $123.62 · 2025-08-14
BALOGH ARISTOTLE N
Chief Technology Officer
$72,300
@ $120.50 · 2025-08-07
MERTZ ELINOR
Chief Financial Officer
$806,875
@ $129.10 · 2025-08-04
BALOGH ARISTOTLE N
Chief Technology Officer
$80,850
@ $134.75 · 2025-07-31
BERNSTEIN DAVID CHARLES
Officer
$710,000
@ $142.00 · 2025-07-24
BALOGH ARISTOTLE N
Chief Technology Officer
$83,634
@ $139.39 · 2025-07-24
BALOGH ARISTOTLE N
Chief Technology Officer
$82,548
@ $137.58 · 2025-07-17
BALOGH ARISTOTLE N
Chief Technology Officer
$82,326
@ $137.21 · 2025-07-10
MERTZ ELINOR
Chief Financial Officer
$849,125
@ $135.86 · 2025-07-07
BALOGH ARISTOTLE N
Chief Technology Officer
$81,762
@ $136.27 · 2025-07-03
BALOGH ARISTOTLE N
Chief Technology Officer
$78,198
@ $130.33 · 2025-06-26
BALOGH ARISTOTLE N
Chief Technology Officer
$79,362
@ $132.27 · 2025-06-20
BALOGH ARISTOTLE N
Chief Technology Officer
$82,278
@ $137.13 · 2025-06-12
BERNSTEIN DAVID CHARLES
Officer
$701,200
@ $140.24 · 2025-06-11
BERNSTEIN DAVID CHARLES
Officer
$820,000
@ $136.67 · 2025-06-05
BALOGH ARISTOTLE N
Chief Technology Officer
$80,100
@ $133.50 · 2025-06-05
MERTZ ELINOR
Chief Financial Officer
$826,750
@ $132.28 · 2025-06-04
MERTZ ELINOR
Chief Financial Officer
$619,640
@ $128.85 · 2025-06-02
BALOGH ARISTOTLE N
Chief Technology Officer
$191,750
@ $130.00 · 2025-05-29
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$300,897
@ $134.03 · 2025-05-20
MERTZ ELINOR
Chief Financial Officer
$771,438
@ $123.43 · 2025-05-05
BALOGH ARISTOTLE N
Chief Technology Officer
$86,296
@ $123.28 · 2025-04-29
BALOGH ARISTOTLE N
Chief Technology Officer
$78,813
@ $112.59 · 2025-04-22
BALOGH ARISTOTLE N
Chief Technology Officer
$80,276
@ $114.68 · 2025-04-15
BALOGH ARISTOTLE N
Chief Technology Officer
$77,518
@ $110.74 · 2025-04-08
BALOGH ARISTOTLE N
Chief Technology Officer
$83,769
@ $119.67 · 2025-04-01
CHESKY BRIAN
Chief Executive Officer
$4.63M
@ $120.44 · 2025-04-01
BALOGH ARISTOTLE N
Chief Technology Officer
$90,685
@ $129.55 · 2025-03-25
BALOGH ARISTOTLE N
Chief Technology Officer
$88,200
@ $126.00 · 2025-03-18
CHESKY BRIAN
Chief Executive Officer
$4.87M
@ $126.60 · 2025-03-17
BALOGH ARISTOTLE N
Chief Technology Officer
$91,126
@ $130.18 · 2025-03-11
MERTZ ELINOR
Chief Financial Officer
$1.74M
@ $140.97 · 2025-03-05
BALOGH ARISTOTLE N
Chief Technology Officer
$98,070
@ $140.10 · 2025-03-04
CHESKY BRIAN
Chief Executive Officer
$10.99M
@ $142.82 · 2025-03-03
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$3.79M
@ $145.00 · 2025-02-26
BALOGH ARISTOTLE N
Chief Technology Officer
$101,507
@ $145.01 · 2025-02-25
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$423,940
@ $156.32 · 2025-02-20
BALOGH ARISTOTLE N
Chief Technology Officer
$112,735
@ $161.05 · 2025-02-18
CHESKY BRIAN
Chief Executive Officer
$18.50M
@ $160.32 · 2025-02-18
BLECHARCZYK NATHAN
Officer, Director and Beneficial Owner
$28.93M
@ $158.00 · 2025-02-14
BALOGH ARISTOTLE N
Chief Technology Officer
$1.82M
@ $158.00 · 2025-02-14
CHESKY BRIAN
Chief Executive Officer
$37.19M
@ $161.16 · 2025-02-14
MERTZ ELINOR
Chief Financial Officer
$4.00M
@ $160.00 · 2025-02-14
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
AMD
8
Sells (3M)
26
Sells (12M)
Total value (12M): $155.80M
SU LISA T
Chief Executive Officer
$16.90M
@ $198.77 · 2026-03-12
GRASBY PAUL DARREN
Officer
$1.54M
@ $204.87 · 2026-03-11
PAPERMASTER MARK D
Chief Technology Officer
$606,800
@ $200.00 · 2026-03-04
HAHN AVA M
General Counsel
$56,814
@ $198.65 · 2026-02-18
HU JEAN X
Chief Financial Officer
$4.02M
@ $201.62 · 2026-02-17
SU LISA T
Chief Executive Officer
$26.79M
@ $214.36 · 2026-02-11
NORROD FORREST EUGENE
Officer
$4.22M
@ $216.81 · 2026-02-11
HAHN AVA M
General Counsel
$572,454
@ $234.42 · 2026-01-16
SU LISA T
Chief Executive Officer
$26.89M
@ $215.14 · 2025-12-11
GRASBY PAUL DARREN
Officer
$2.19M
@ $218.77 · 2025-12-04
HU JEAN X
Chief Financial Officer
$3.05M
@ $209.96 · 2025-11-24
NORROD FORREST EUGENE
Officer
$4.46M
@ $229.37 · 2025-11-19
PAPERMASTER MARK D
Chief Technology Officer
$4.11M
@ $240.12 · 2025-11-14
PAPERMASTER MARK D
Chief Technology Officer
$3.77M
@ $224.28 · 2025-10-15
HAHN AVA M
General Counsel
$648,197
@ $226.01 · 2025-10-06
NORROD FORREST EUGENE
Officer
$371,272
@ $165.01 · 2025-09-24
PAPERMASTER MARK D
Chief Technology Officer
$2.67M
@ $159.20 · 2025-09-15
NORROD FORREST EUGENE
Officer
$2.77M
@ $160.93 · 2025-09-10
HAHN AVA M
General Counsel
$22,608
@ $158.10 · 2025-09-02
SU LISA T
Chief Executive Officer
$36.89M
@ $163.97 · 2025-08-21
PAPERMASTER MARK D
Chief Technology Officer
$2.99M
@ $178.11 · 2025-08-15
GRASBY PAUL DARREN
Officer
$1.73M
@ $173.21 · 2025-08-12
PAPERMASTER MARK D
Chief Technology Officer
$2.79M
@ $155.03 · 2025-07-15
PAPERMASTER MARK D
Chief Technology Officer
$2.03M
@ $116.00 · 2025-06-13
PAPERMASTER MARK D
Chief Technology Officer
$2.04M
@ $116.59 · 2025-05-15
PAPERMASTER MARK D
Chief Technology Officer
$1.67M
@ $95.47 · 2025-04-15
PAPERMASTER MARK D
Chief Technology Officer
$1.75M
@ $100.27 · 2025-03-14
PAPERMASTER MARK D
Chief Technology Officer
$1.99M
@ $113.57 · 2025-02-14
SU LISA T
Chief Executive Officer
$10.91M
@ $142.66 · 2024-12-04
SU LISA T
Chief Executive Officer
$10.91M
@ $142.66 · 2024-12-04
SU LISA T
Chief Executive Officer
$11.51M
@ $143.87 · 2024-11-06
NORROD FORREST EUGENE
Officer
$5.74M
@ $141.67 · 2024-11-05
SU LISA T
Chief Executive Officer
$11.58M
@ $144.72 · 2024-09-11
SU LISA T
Chief Executive Officer
$12.60M
@ $157.44 · 2024-08-20
PAPERMASTER MARK D
Chief Technology Officer
$3.09M
@ $184.50 · 2024-07-15
PAPERMASTER MARK D
Chief Technology Officer
$2.57M
@ $158.94 · 2024-06-14
HU JEAN X
Chief Financial Officer
$3.23M
@ $161.40 · 2024-06-10
SU LISA T
Chief Executive Officer
$23.56M
@ $165.05 · 2024-06-05
PAPERMASTER MARK D
Chief Technology Officer
$2.53M
@ $156.11 · 2024-05-15
SU LISA T
Chief Executive Officer
$19.21M
@ $153.69 · 2024-05-08
PAPERMASTER MARK D
Chief Technology Officer
$2.66M
@ $164.25 · 2024-04-15
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →ABNB
😐Neutral(55/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
AMD
😐Neutral(49/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →ABNB
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (55)
AMD
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (49)