Compare StocksAMD vs NSC

Advanced Micro Devices, Inc. (AMD) vs Norfolk Southern Corporation (NSC)

AMD
Advanced Micro Devices, Inc.
$205.27
VS
NSC
Norfolk Southern Corporation
$278.19

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.
NSC
  • Norfolk Southern Corporation has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
  • Norfolk Southern Corporation scores 71/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
  • Each dollar of retained earnings has created $2.35 of market value — management is an exceptional capital allocator.

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.
NSC

    Key Valuation Metrics

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    AMD
    NSC
    Valuation
    $6.74B
    Free Cash Flow
    $2.16B
    2.01%
    FCF Yield
    3.45%
    78.65
    Trailing P/E
    21.84
    19.10
    Forward P/E
    20.52
    Quality & Moat
    6.97%
    ROIC
    8.98%
    6.88%
    ROE
    18.48%
    52.49%
    Gross Margin
    45.95%
    0.36
    PEG Ratio
    N/A
    Balance Sheet Safety
    0.06
    Debt / Equity
    1.15
    N/A
    Interest Coverage
    N/A
    -0.97
    Net Debt / EBITDA
    2.91
    N/A
    Dividend Yield
    1.94%
    AMD: 5Ties: 1NSC: 4
    AMDNSC

    Historical Fundamentals

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    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.

    NSC

    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

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    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
    NSC
    $2.35
    created per $1 retained over 3 years
    Exceptional Value Creator
    Σ Retained
    $3.66B
    Δ Market Cap
    +$8.59B
    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

    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

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    AMD
    4.0% Overvalued
    Price is 4.0% above estimated fair value
    Current Price: $205.27
    Fair Value: $197.32
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    NSC
    0.5% Overvalued
    Price is 0.5% above estimated fair value
    Current Price: $278.19
    Fair Value: $276.75
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    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.

    NSC

    What growth rate is the market pricing in at $278?

    +12.0%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +15.9%

    The market implies +12.0% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +15.9%, reflecting heavy growth investment.

    Economic Moat Score

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    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.
    NSC
    71/100
    Wide Moat
    70+ Wide · 40-69 Narrow · <40 None

    Wide moat driven primarily by roic consistency. 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 4 years of fundamental data.

    Forensic Accounting

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    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.
    NSC
    -2.63
    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

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    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.
    NSC
    Insiders 0.1%Institutions 78.3%Retail & Other 21.7%
    No. of Institutional Holders2,270
    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

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    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
    NSC
    0
    Buys (3M)
    3
    Buys (12M)
    Total value (12M): $1.26M
    CLYBURN WILLIAM JR.
    Director
    $60,137
    @ $294.79 · 2025-12-05
    FAHMY, SAMEH
    Director
    $466,900
    @ $282.97 · 2025-11-05
    ANDERSON RICHARD H
    Director
    $732,823
    @ $281.86 · 2025-10-27
    LAMPHERE GILBERT H
    Director
    $157,735
    @ $259.86 · 2025-01-31
    ANDERSON RICHARD H
    Director
    $99,459
    @ $248.65 · 2024-12-13
    CLYBURN WILLIAM JR.
    Director
    $49,930
    @ $248.41 · 2024-12-13
    FAHMY, SAMEH
    Director
    $87,280
    @ $249.37 · 2024-12-12
    GEORGE MARK R.
    Chief Executive Officer
    $49,967
    @ $249.84 · 2024-12-11
    ANDERSON RICHARD H
    Director
    $257,850
    @ $257.85 · 2024-10-24
    FAHMY, SAMEH
    Director
    $255,000
    @ $255.00 · 2024-10-24
    FAHMY, SAMEH
    Director
    $244,097
    @ $244.10 · 2024-08-02
    ANDERSON RICHARD H
    Director
    $494,960
    @ $247.48 · 2024-07-29
    FAHMY, SAMEH
    Director
    $438,500
    @ $219.25 · 2024-06-14
    FAHMY, SAMEH
    Director
    $444,355
    @ $222.18 · 2024-06-03
    KELLEHER THOMAS COLM
    Director
    $501,958
    @ $219.96 · 2024-05-30
    HUFFARD JOHN C JR
    Director
    $747,288
    @ $219.92 · 2024-05-30
    LAMPHERE GILBERT H
    Director
    $149,446
    @ $219.77 · 2024-05-29
    MONGEAU CLAUDE
    Director
    $1.25M
    @ $221.00 · 2024-05-29
    ANDERSON RICHARD H
    Director
    $221,000
    @ $221.00 · 2024-05-29
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    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
    NSC
    0
    Sells (3M)
    1
    Sells (12M)
    Total value (12M): $253,442
    BHATT ANIL
    Chief Technology Officer
    $253,442
    @ $281.60 · 2025-11-19
    SHAW ALAN H
    Former
    $13.14M
    @ $255.98 · 2024-09-13
    NAG NABANITA C
    Officer
    $88,530
    @ $249.38 · 2024-07-29
    ELKINS CLAUDE E
    Officer
    $1.90M
    @ $228.43 · 2024-05-10
    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

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    AMD
    FearGreed
    😐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.
    NSC
    FearGreed
    😐Neutral(47/100)

    "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

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    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)
    NSC
    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 (47)
    View AMD Full AnalysisView NSC Full Analysis