Compare Stocks › AMD vs PLTR
Advanced Micro Devices, Inc. (AMD) vs Palantir Technologies Inc. (PLTR)
AMD
Advanced Micro Devices, Inc.
$205.27
VS
PLTR
Palantir Technologies Inc.
$155.68
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.
PLTR
- ★Gross margin of 82.4% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 125.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $179.17 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.
PLTR
- ⚠Despite buyback spending, shares outstanding increased in 2 out of 2 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 0.6% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠11 insider sales totaling $147.0M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AMD
PLTR
Valuation
$6.74B
Free Cash Flow
$2.10B
2.01%
FCF Yield
0.56%
78.65
Trailing P/E
251.10
19.10
Forward P/E
83.37
Quality & Moat
6.97%
ROIC
18.74%
6.88%
ROE
21.70%
52.49%
Gross Margin
82.37%
0.36
PEG Ratio
0.39
Balance Sheet Safety
0.06
Debt / Equity
0.03
N/A
Interest Coverage
N/A
-0.97
Net Debt / EBITDA
-4.82
N/A
Dividend Yield
N/A
AMD: 5Ties: 1PLTR: 5
AMDPLTR
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.
PLTR
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
PLTR
$179.17
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.30B
Δ Market Cap
+$411.56B
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
PLTR
197.6% Overvalued
Price is 197.6% above estimated fair value
Current Price: $155.68
Strongly undervalued
Strongly overvalued
Fair Value: $52.30
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.
PLTR
What growth rate is the market pricing in at $156?
+41.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +37.9%
The market implies +41.8% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +37.9%, reflecting heavy growth investment expected to generate future returns.
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.
PLTR
38/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though reinvestment efficiency shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
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.
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.
PLTR
-1.84
Possible 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 Holders4,072
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.
PLTR
Insiders 3.6%Institutions 61.6%Retail & Other 34.8%
No. of Institutional Holders3,723
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
PLTR
0
Buys (3M)
1
Buys (12M)
Total value (12M): $1.16M
PLANISHEK HEATHER A
Former
$1.16M
@ $116.14 · 2025-05-08
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
PLTR
11
Sells (3M)
53
Sells (12M)
Total value (12M): $772.15M
BUCKLEY JEFFREY JOHANSING
Officer
$520,601
@ $132.27 · 2026-02-24
SANKAR SHYAM
Chief Technology Officer
$22.47M
@ $133.72 · 2026-02-20
KARP ALEXANDER C.
Chief Executive Officer
$65.96M
@ $133.78 · 2026-02-20
COHEN STEPHEN ANDREW
President
$43.74M
@ $133.72 · 2026-02-20
TAYLOR RYAN DOUGLAS
Officer
$2.67M
@ $133.72 · 2026-02-20
GLAZER DAVID ALAN
Chief Financial Officer
$2.33M
@ $133.72 · 2026-02-20
STAT LAUREN ELAINA FRIEDMAN
Director
$60,456
@ $151.14 · 2026-02-02
MOORE ALEXANDER D
Director
$2.99M
@ $149.65 · 2026-02-02
TAYLOR RYAN DOUGLAS
Officer
$2.18M
@ $181.35 · 2026-01-02
STAT LAUREN ELAINA FRIEDMAN
Director
$616,590
@ $181.35 · 2026-01-02
MOORE ALEXANDER D
Director
$3.46M
@ $172.98 · 2026-01-02
GLAZER DAVID ALAN
Chief Financial Officer
$1.67M
@ $185.91 · 2025-12-12
MOORE ALEXANDER D
Director
$3.34M
@ $167.19 · 2025-12-01
BUCKLEY JEFFREY JOHANSING
Officer
$631,898
@ $161.32 · 2025-11-24
TAYLOR RYAN DOUGLAS
Officer
$9.12M
@ $162.63 · 2025-11-24
SANKAR SHYAM
Chief Technology Officer
$27.55M
@ $163.12 · 2025-11-21
KARP ALEXANDER C.
Chief Executive Officer
$66.04M
@ $163.12 · 2025-11-21
COHEN STEPHEN ANDREW
President
$56.73M
@ $163.12 · 2025-11-21
GLAZER DAVID ALAN
Chief Financial Officer
$2.86M
@ $163.12 · 2025-11-21
MOORE ALEXANDER D
Director
$4.09M
@ $204.54 · 2025-11-03
STAT LAUREN ELAINA FRIEDMAN
Director
$149,112
@ $186.39 · 2025-10-03
MOORE ALEXANDER D
Director
$3.68M
@ $184.01 · 2025-10-01
TAYLOR RYAN DOUGLAS
Officer
$5.71M
@ $158.35 · 2025-09-05
MOORE ALEXANDER D
Director
$3.13M
@ $156.42 · 2025-09-02
GLAZER DAVID ALAN
Chief Financial Officer
$12.51M
@ $154.47 · 2025-09-02
BUCKLEY JEFFREY JOHANSING
Officer
$440,071
@ $157.00 · 2025-08-29
SANKAR SHYAM
Chief Technology Officer
$30.99M
@ $154.29 · 2025-08-22
COHEN STEPHEN ANDREW
President
$53.97M
@ $153.36 · 2025-08-21
KARP ALEXANDER C.
Chief Executive Officer
$62.74M
@ $153.36 · 2025-08-21
BUCKLEY JEFFREY JOHANSING
Officer
$362,700
@ $153.36 · 2025-08-21
TAYLOR RYAN DOUGLAS
Officer
$3.10M
@ $153.36 · 2025-08-21
GLAZER DAVID ALAN
Chief Financial Officer
$2.71M
@ $153.36 · 2025-08-21
SANKAR SHYAM
Chief Technology Officer
$56.70M
@ $151.20 · 2025-08-20
TAYLOR RYAN DOUGLAS
Officer and Beneficial Owner of more than 10% of a Class of Security
$5.25M
@ $175.00 · 2025-08-05
MOORE ALEXANDER D
Director
$3.09M
@ $154.73 · 2025-08-01
TAYLOR RYAN DOUGLAS
Officer
$5.00M
@ $150.00 · 2025-07-15
STAT LAUREN ELAINA FRIEDMAN
Director
$111,688
@ $139.61 · 2025-07-09
TAYLOR RYAN DOUGLAS
Officer
$4.51M
@ $135.31 · 2025-07-01
WOERSCHING ERIC H
Director
$1.34M
@ $130.95 · 2025-07-01
MOORE ALEXANDER D
Director
$2.62M
@ $131.06 · 2025-07-01
SANKAR SHYAM
Officer
$53.49M
@ $132.08 · 2025-06-10
WOERSCHING ERIC H
Director
$2.20M
@ $129.29 · 2025-06-09
MOORE ALEXANDER D
Director
$2.51M
@ $125.38 · 2025-06-06
SANKAR SHYAM
Officer
$21.17M
@ $126.35 · 2025-05-21
KARP ALEXANDER C.
Chief Executive Officer
$50.39M
@ $126.35 · 2025-05-21
COHEN STEPHEN ANDREW
President
$43.47M
@ $126.35 · 2025-05-21
BUCKLEY JEFFREY JOHANSING
Officer
$239,689
@ $126.35 · 2025-05-21
TAYLOR RYAN DOUGLAS
Officer
$4.98M
@ $126.35 · 2025-05-21
GLAZER DAVID ALAN
Chief Financial Officer
$4.32M
@ $126.35 · 2025-05-21
MOORE ALEXANDER D
Director
$2.37M
@ $118.58 · 2025-05-01
STAT LAUREN ELAINA FRIEDMAN
Director
$65,000
@ $81.25 · 2025-04-03
MOORE ALEXANDER D
Director
$1.68M
@ $83.83 · 2025-04-01
TAYLOR RYAN DOUGLAS
Officer
$8.13M
@ $82.80 · 2025-03-31
COHEN STEPHEN ANDREW
President
$26.99M
@ $87.07 · 2025-03-17
COHEN STEPHEN ANDREW
President
$310.25M
@ $82.73 · 2025-03-14
SCHIFF ALEXANDRA W
Director
$587,010
@ $86.63 · 2025-03-05
MOORE ALEXANDER D
Director
$1.74M
@ $87.19 · 2025-03-03
SANKAR SHYAM
Chief Technology Officer
$21.42M
@ $101.50 · 2025-02-24
KARP ALEXANDER C.
Chief Executive Officer
$44.56M
@ $103.01 · 2025-02-21
COHEN STEPHEN ANDREW
President
$69.27M
@ $102.62 · 2025-02-21
PLANISHEK HEATHER A
Officer
$2.31M
@ $103.01 · 2025-02-21
SANKAR SHYAM
Chief Technology Officer
$38.43M
@ $102.47 · 2025-02-20
PLANISHEK HEATHER A
Officer
$1.61M
@ $115.96 · 2025-02-11
SCHIFF ALEXANDRA W
Director
$415,318
@ $103.83 · 2025-02-04
MOORE ALEXANDER D
Director
$1.63M
@ $81.46 · 2025-02-03
SCHIFF ALEXANDRA W
Director
$286,540
@ $71.64 · 2025-01-07
TAYLOR RYAN DOUGLAS
Officer
$36.05M
@ $74.48 · 2025-01-02
GLAZER DAVID ALAN
Chief Financial Officer
$7.02M
@ $72.96 · 2025-01-02
MOORE ALEXANDER D
Director
$1.49M
@ $74.51 · 2025-01-02
COHEN STEPHEN ANDREW
President
$95.84M
@ $72.82 · 2024-12-13
GLAZER DAVID ALAN
Chief Financial Officer
$23.10M
@ $73.30 · 2024-12-12
PLANISHEK HEATHER A
Officer
$963,826
@ $69.38 · 2024-12-04
SANKAR SHYAM
Chief Technology Officer
$369.91M
@ $70.06 · 2024-12-03
MOORE ALEXANDER D
Director
$1.33M
@ $66.72 · 2024-12-02
KARP ALEXANDER C.
Chief Executive Officer
$157.86M
@ $62.96 · 2024-11-22
COHEN STEPHEN ANDREW
President
$21.56M
@ $61.80 · 2024-11-21
SANKAR SHYAM
Chief Technology Officer
$10.44M
@ $61.80 · 2024-11-21
TAYLOR RYAN DOUGLAS
Officer
$4.77M
@ $61.80 · 2024-11-21
PLANISHEK HEATHER A
Officer
$1.37M
@ $61.80 · 2024-11-21
GLAZER DAVID ALAN
Chief Financial Officer
$4.13M
@ $61.80 · 2024-11-21
KARP ALEXANDER C.
Officer and Director
$73.04M
@ $63.85 · 2024-11-20
KARP ALEXANDER C.
Chief Executive Officer
$399.06M
@ $63.11 · 2024-11-15
KARP ALEXANDER C.
Chief Executive Officer
$650.64M
@ $52.71 · 2024-11-07
PLANISHEK HEATHER A
Officer
$999,250
@ $49.96 · 2024-11-05
MOORE ALEXANDER D
Director
$842,318
@ $42.12 · 2024-11-01
KARP ALEXANDER C.
Officer and Director
$254.61M
@ $45.01 · 2024-10-29
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.
PLTR
😐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.
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)
PLTR
⚪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)