Compare Stocks › AMD vs TRMB
Advanced Micro Devices, Inc. (AMD) vs Trimble Inc. (TRMB)
AMD
Advanced Micro Devices, Inc.
$205.27
VS
TRMB
Trimble Inc.
$66.68
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.
TRMB
- ★Gross margin of 71.1% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Each dollar of retained earnings has created $2.68 of market value — management is an exceptional capital allocator.
- ★PEG ratio of 0.47 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
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.
TRMB
- ⚠33 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
Key Valuation Metrics
Learn more →AMD
TRMB
Valuation
$6.74B
Free Cash Flow
$522.81M
2.01%
FCF Yield
3.30%
78.65
Trailing P/E
37.89
19.10
Forward P/E
16.49
Quality & Moat
6.97%
ROIC
8.62%
6.88%
ROE
7.27%
52.49%
Gross Margin
71.08%
0.36
PEG Ratio
0.47
Balance Sheet Safety
0.06
Debt / Equity
0.27
N/A
Interest Coverage
N/A
-0.97
Net Debt / EBITDA
1.60
N/A
Dividend Yield
N/A
AMD: 4Ties: 1TRMB: 6
AMDTRMB
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.
TRMB
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
TRMB
$2.68
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.24B
Δ Market Cap
+$6.01B
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
TRMB
35.0% Overvalued
Price is 35.0% above estimated fair value
Current Price: $66.68
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $49.40
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.
TRMB
What growth rate is the market pricing in at $67?
+17.3%
Market-Implied Owner Earnings Growth
Standard FCF implies +14.4%
The market implies +17.3% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +14.4%, 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.
TRMB
53/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability 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 →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.
TRMB
-2.29
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.
TRMB
Insiders 0.3%Institutions 100.5%
No. of Institutional Holders1,152
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
TRMB
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
TRMB
4
Sells (3M)
33
Sells (12M)
Total value (12M): $27.69M
PAINTER ROBERT G
Chief Executive Officer
$528,375
@ $70.45 · 2026-03-10
DALTON JAMES CALVIN
Director
$49,126
@ $67.02 · 2026-02-27
PAINTER ROBERT G
Chief Executive Officer
$488,550
@ $65.14 · 2026-02-10
PAINTER ROBERT G
Chief Executive Officer
$606,600
@ $80.88 · 2026-01-13
SAWARYNSKI PHILLIP
Chief Financial Officer
$181,012
@ $80.45 · 2025-12-16
PAINTER ROBERT G
Chief Executive Officer
$610,425
@ $81.39 · 2025-12-09
DALTON JAMES CALVIN
Director
$50,506
@ $81.99 · 2025-11-28
BISIO RONALD
Officer
$202,175
@ $80.87 · 2025-11-26
SCHWARTZ MARK DAVID
Officer
$128,460
@ $76.83 · 2025-11-17
PAINTER ROBERT G
Chief Executive Officer
$596,250
@ $79.50 · 2025-11-11
GABRIEL KAIGHAM J.
Director
$139,158
@ $81.00 · 2025-11-06
PAINTER ROBERT G
Chief Executive Officer
$567,375
@ $75.65 · 2025-10-14
KEATING CHRISTOPHER F
Officer
$602,015
@ $81.74 · 2025-09-18
SAWARYNSKI PHILLIP
Chief Financial Officer
$182,948
@ $81.31 · 2025-09-09
PAINTER ROBERT G
Chief Executive Officer
$609,825
@ $81.31 · 2025-09-09
DALTON JAMES CALVIN
Director
$50,188
@ $82.41 · 2025-08-28
BISIO RONALD
Officer
$203,875
@ $81.55 · 2025-08-27
LARGE PETER
Officer
$218,228
@ $81.55 · 2025-08-27
PAINTER ROBERT G
Chief Executive Officer
$621,975
@ $82.93 · 2025-08-12
PAINTER ROBERT G
Chief Executive Officer
$17.46M
@ $83.59 · 2025-08-11
SCHWARTZ MARK DAVID
Officer
$112,320
@ $80.00 · 2025-07-10
ALLISON JENNIFER
General Counsel
$252,480
@ $80.00 · 2025-07-10
PAINTER ROBERT G
Chief Executive Officer
$591,450
@ $78.86 · 2025-07-08
SCHWARTZ MARK DAVID
Officer
$115,128
@ $78.00 · 2025-07-03
BISIO RONALD
Officer
$187,500
@ $75.00 · 2025-06-26
BISIO RONALD
Officer
$109,125
@ $72.75 · 2025-06-16
PAINTER ROBERT G
Chief Executive Officer
$543,525
@ $72.47 · 2025-06-10
GABRIEL KAIGHAM J.
Director
$425,853
@ $70.94 · 2025-06-02
DALTON JAMES CALVIN
Director
$50,112
@ $72.00 · 2025-05-28
PAINTER ROBERT G
Chief Executive Officer
$536,475
@ $71.53 · 2025-05-27
GABRIEL KAIGHAM J.
Director
$466,774
@ $71.69 · 2025-05-21
LARGE PETER
Officer
$77,879
@ $70.80 · 2025-05-12
LARGE PETER
Officer
$126,436
@ $66.55 · 2025-05-08
KEATING CHRISTOPHER F
Officer
$411,036
@ $72.00 · 2025-02-25
DALTON JAMES CALVIN
Director
$153,702
@ $71.79 · 2025-02-24
ALLISON JENNIFER
General Counsel
$266,934
@ $74.75 · 2025-01-17
SCHWARTZ MARK DAVID
Officer
$137,230
@ $59.10 · 2024-04-16
LARGE PETER
Officer
$85,518
@ $59.10 · 2024-04-16
SCHWARTZ MARK DAVID
Officer
$14,368
@ $61.14 · 2024-04-15
PAINTER ROBERT G
Chief Executive Officer
$218,750
@ $62.50 · 2024-04-09
LARGE PETER
Officer
$11,440
@ $65.00 · 2024-03-21
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.
TRMB
😐Neutral(46/100)
"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)
TRMB
⚪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 (46)