Compare Stocks › AMD vs EQIX
Advanced Micro Devices, Inc. (AMD) vs Equinix, Inc. (EQIX)
AMD
Advanced Micro Devices, Inc.
$205.27
VS
EQIX
Equinix, Inc.
$974.76
Rewards
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.
EQIX
- ★Dividend yield of 1.97% with a consistent or growing payout over the past 4 years.
Risks
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.
EQIX
- ⚠FCF yield of 3.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Net debt/EBITDA of 5.2x indicates heavy leverage — it would take over 4 years of EBITDA to pay off net debt.
- ⚠32 insider sales totaling $33.4M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AMD
EQIX
Valuation
$6.74B
Free Cash Flow
$2.83B
2.01%
FCF Yield
2.96%
78.65
Trailing P/E
70.94
19.10
Forward P/E
55.45
Quality & Moat
6.97%
ROIC
4.27%
6.88%
ROE
9.52%
52.49%
Gross Margin
51.32%
0.36
PEG Ratio
N/A
Balance Sheet Safety
0.06
Debt / Equity
1.60
N/A
Interest Coverage
N/A
-0.97
Net Debt / EBITDA
5.16
N/A
Dividend Yield
1.97%
AMD: 5Ties: 2EQIX: 3
AMDEQIX
Historical Fundamentals
Learn more →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.
EQIX
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 →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
EQIX
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-1.74B
Δ Market Cap
+$14.59B
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 →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
EQIX
1977.7% Overvalued
Price is 1977.7% above estimated fair value
Current Price: $974.76
Strongly undervalued
Strongly overvalued
Fair Value: $46.91
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →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.
EQIX
What growth rate is the market pricing in at $975?
+27.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +17.6%
The market implies +27.8% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +17.6%, reflecting heavy growth investment.
Economic Moat Score
Learn more →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.
EQIX
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving reinvestment efficiency 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 →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.
EQIX
-2.75
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 →AMD
Insiders 0.4%Institutions 72.3%Retail & Other 27.3%
No. of Institutional Holders4,071
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.
EQIX
Insiders 0.3%Institutions 98.7%Retail & Other 1.0%
No. of Institutional Holders1,773
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 →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
EQIX
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
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 →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
EQIX
32
Sells (3M)
45
Sells (12M)
Total value (12M): $44.90M
ABDEL RAOUF F
Officer
$563,961
@ $965.69 · 2026-03-12
TAYLOR KEITH DAVID
Chief Financial Officer
$730,504
@ $961.19 · 2026-03-12
PALADIN MICHAEL SHANE
Officer
$114,067
@ $966.67 · 2026-03-12
MILLER SIMON
Officer
$279,096
@ $965.73 · 2026-03-12
MEYERS CHARLES JOHN
Director
$293,163
@ $961.19 · 2026-03-12
FOX-MARTIN ADAIRE
Chief Executive Officer
$1.05M
@ $966.20 · 2026-03-12
LIN JONATHAN
Officer
$613,227
@ $965.71 · 2026-03-12
PLETCHER KURT
Officer
$539,819
@ $965.69 · 2026-03-12
MORANDI BRANDI GALVIN
Officer
$605,550
@ $961.19 · 2026-03-12
MEYERS CHARLES JOHN
Director
$2.62M
@ $965.15 · 2026-03-04
ABDEL RAOUF F
Officer
$1.07M
@ $973.42 · 2026-03-03
PALADIN MICHAEL SHANE
Officer
$198,665
@ $955.12 · 2026-03-03
MILLER SIMON
Officer
$404,793
@ $959.23 · 2026-03-03
PLETCHER KURT
Officer
$305,850
@ $964.83 · 2026-03-03
ABDEL RAOUF F
Officer
$1.10M
@ $940.53 · 2026-02-18
TAYLOR KEITH DAVID
Chief Financial Officer
$2.26M
@ $934.25 · 2026-02-18
PALADIN MICHAEL SHANE
Officer
$628,735
@ $934.23 · 2026-02-18
MEYERS CHARLES JOHN
Director
$1.50M
@ $932.95 · 2026-02-18
FOX-MARTIN ADAIRE
Chief Executive Officer
$3.95M
@ $933.09 · 2026-02-18
LIN JONATHAN
Officer
$1.06M
@ $940.74 · 2026-02-18
PLETCHER KURT
Officer
$774,048
@ $940.52 · 2026-02-18
MORANDI BRANDI GALVIN
Officer
$1.46M
@ $933.83 · 2026-02-18
TAYLOR KEITH DAVID
Chief Financial Officer
$1.91M
@ $956.44 · 2026-02-12
MORANDI BRANDI GALVIN
Officer
$579,432
@ $965.72 · 2026-02-12
ABDEL RAOUF F
Officer
$743,251
@ $801.78 · 2026-01-16
TAYLOR KEITH DAVID
Chief Financial Officer
$1.65M
@ $804.17 · 2026-01-16
MEYERS CHARLES JOHN
Director
$1.68M
@ $804.14 · 2026-01-16
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.15M
@ $804.08 · 2026-01-16
LIN JONATHAN
Officer
$712,378
@ $802.23 · 2026-01-16
PLETCHER KURT
Officer
$477,662
@ $802.79 · 2026-01-16
PALADIN MICHAEL SHANE
Officer
$263,025
@ $804.36 · 2026-01-16
MORANDI BRANDI GALVIN
Officer
$1.07M
@ $804.25 · 2026-01-16
ABDEL RAOUF F
Officer
$298,220
@ $740.00 · 2025-12-10
ABDEL RAOUF F
Officer
$116,442
@ $732.34 · 2025-12-02
LIN JONATHAN
Officer
$90,484
@ $735.64 · 2025-12-02
PLETCHER KURT
Officer
$212,410
@ $732.45 · 2025-12-02
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.12M
@ $731.09 · 2025-12-02
MEYERS CHARLES JOHN
Director
$3.96M
@ $778.47 · 2025-11-17
MORANDI BRANDI GALVIN
Officer
$84,047
@ $840.47 · 2025-11-03
ABDEL RAOUF F
Officer
$311,527
@ $771.11 · 2025-09-09
MILLER SIMON
Officer
$427,931
@ $762.80 · 2025-09-03
PLETCHER KURT
Officer
$44,579
@ $768.60 · 2025-09-03
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.61M
@ $884.91 · 2025-06-03
ABDEL RAOUF F
Officer
$1.14M
@ $870.00 · 2025-05-22
PLETCHER KURT
Officer
$111,468
@ $877.70 · 2025-05-07
ABDEL RAOUF F
Officer
$422,927
@ $842.48 · 2025-03-13
TAYLOR KEITH DAVID
Chief Financial Officer
$689,227
@ $838.48 · 2025-03-13
MILLER SIMON
Officer
$216,521
@ $842.49 · 2025-03-13
MEYERS CHARLES JOHN
Director
$770,524
@ $838.44 · 2025-03-13
FOX-MARTIN ADAIRE
Chief Executive Officer
$1.38M
@ $838.60 · 2025-03-13
LIN JONATHAN
Officer
$392,616
@ $842.52 · 2025-03-13
PLETCHER KURT
Officer
$379,973
@ $842.51 · 2025-03-13
MORANDI BRANDI GALVIN
Officer
$570,924
@ $838.36 · 2025-03-13
MILLER SIMON
Officer
$377,319
@ $904.84 · 2025-03-04
LIN JONATHAN
Officer
$84,153
@ $904.87 · 2025-03-04
PLETCHER KURT
Officer
$104,961
@ $904.84 · 2025-03-04
MORANDI BRANDI GALVIN
Officer
$1.77M
@ $938.20 · 2025-02-20
ABDEL RAOUF F
Officer
$917,966
@ $931.00 · 2025-02-19
TAYLOR KEITH DAVID
Chief Financial Officer
$2.28M
@ $929.34 · 2025-02-19
MEYERS CHARLES JOHN
Director
$3.31M
@ $929.04 · 2025-02-19
LIN JONATHAN
Officer
$2.91M
@ $927.32 · 2025-02-19
PLETCHER KURT
Officer
$610,462
@ $930.58 · 2025-02-19
MORANDI BRANDI GALVIN
Officer
$1.57M
@ $929.35 · 2025-02-19
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.61M
@ $929.36 · 2025-02-19
MEYERS CHARLES JOHN
Director
$3.91M
@ $920.99 · 2025-01-17
ABDEL RAOUF F
Officer
$1.20M
@ $903.71 · 2025-01-16
TAYLOR KEITH DAVID
Chief Financial Officer
$2.90M
@ $909.82 · 2025-01-16
MEYERS CHARLES JOHN
Director
$5.27M
@ $909.81 · 2025-01-16
LIN JONATHAN
Officer
$1.20M
@ $903.71 · 2025-01-16
PLETCHER KURT
Officer
$308,167
@ $903.72 · 2025-01-16
MORANDI BRANDI GALVIN
Officer
$2.00M
@ $909.70 · 2025-01-16
FOX-MARTIN ADAIRE
Chief Executive Officer
$1.25M
@ $909.51 · 2025-01-16
PLETCHER KURT
Officer
$213,608
@ $962.20 · 2024-12-03
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.85M
@ $961.62 · 2024-12-03
TAYLOR KEITH DAVID
Chief Financial Officer
$1.46M
@ $971.18 · 2024-12-02
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 →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.
EQIX
😏Greed(63/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
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 →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)
EQIX
⚪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: Greed (63)