Compare Stocks › AMD vs WDC
Advanced Micro Devices, Inc. (AMD) vs Western Digital Corporation (WDC)
AMD
Advanced Micro Devices, Inc.
$205.27
VS
WDC
Western Digital Corporation
$316.93
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.
WDC
- ★Free cash flow has grown at a 19.1% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Altman Z-Score of 5.53 indicates very low bankruptcy risk — the company is firmly in the safe zone.
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.
WDC
- ⚠Despite buyback spending, shares outstanding increased in 2 out of 2 years — stock-based compensation is offsetting repurchases.
- ⚠10 insider sales totaling $19.1M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AMD
WDC
Valuation
$6.74B
Free Cash Flow
$3.90B
2.01%
FCF Yield
3.60%
78.65
Trailing P/E
29.93
19.10
Forward P/E
23.57
Quality & Moat
6.97%
ROIC
N/A
6.88%
ROE
N/A
52.49%
Gross Margin
42.72%
0.36
PEG Ratio
N/A
Balance Sheet Safety
0.06
Debt / Equity
N/A
N/A
Interest Coverage
No debt
-0.97
Net Debt / EBITDA
0.00
N/A
Dividend Yield
0.16%
AMD: 4WDC: 2
AMDWDC
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.
WDC
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
WDC
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-665.0M
Δ Market Cap
+$52.27B
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
WDC
19.9% Margin of Safety
Price is 19.9% below estimated fair value
Current Price: $316.93
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $395.74
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.
WDC
What growth rate is the market pricing in at $317?
+22.3%
Market-Implied Owner Earnings Growth
Standard FCF implies +12.2%
The market implies +22.3% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +12.2%, reflecting ongoing 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.
WDC
30/100
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.
WDC
-2.33
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 Holders4,072
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.
WDC
Insiders 0.5%Institutions 103.5%
No. of Institutional Holders1,636
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
WDC
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
WDC
10
Sells (3M)
28
Sells (12M)
Total value (12M): $34.30M
GUBBI VIDYADHARA K
Officer
$2.17M
@ $255.32 · 2026-03-06
GUBBI VIDYADHARA K
Officer
$2.74M
@ $270.31 · 2026-03-04
TREGILLIS CYNTHIA LOCK
Officer
$2.50M
@ $268.27 · 2026-03-04
COLE MARTIN I
Director
$1.63M
@ $271.67 · 2026-03-02
TREGILLIS CYNTHIA LOCK
Officer
$61,228
@ $286.11 · 2026-02-26
TREGILLIS CYNTHIA LOCK
Officer
$123,662
@ $282.33 · 2026-02-24
DAVIS BRIAN SCOTT
Officer
$2.79M
@ $279.16 · 2026-02-17
TREGILLIS CYNTHIA LOCK
Officer
$1.83M
@ $270.49 · 2026-02-06
TAN IRVING
Chief Executive Officer
$5.11M
@ $255.44 · 2026-02-02
TREGILLIS CYNTHIA LOCK
Officer
$102,363
@ $229.00 · 2026-01-21
GUBBI VIDYADHARA K
Officer
$3.72M
@ $163.16 · 2025-12-05
ALEXY KIMBERLY E.
Director
$320,165
@ $160.08 · 2025-12-04
TREGILLIS CYNTHIA LOCK
Officer
$449,752
@ $160.57 · 2025-12-02
COLE MARTIN I
Director
$975,696
@ $162.62 · 2025-12-01
OULMAN ROXANNE M
Director
$277,956
@ $154.42 · 2025-11-25
ALEXY KIMBERLY E.
Director
$272,272
@ $154.00 · 2025-11-25
COLE MARTIN I
Director
$1.61M
@ $161.32 · 2025-11-05
TAN IRVING
Chief Executive Officer
$3.01M
@ $150.69 · 2025-11-03
GUBBI VIDYADHARA K
Officer
$1.02M
@ $90.29 · 2025-09-04
ZAMISKA GENE M
Officer
$28,558
@ $80.90 · 2025-08-28
ZAMISKA GENE M
Officer
$64,387
@ $79.10 · 2025-08-26
TREGILLIS CYNTHIA LOCK
Officer
$1.05M
@ $74.78 · 2025-08-22
ZAMISKA GENE M
Officer
$375,847
@ $75.35 · 2025-08-22
TAN IRVING
Chief Executive Officer
$654,334
@ $75.90 · 2025-08-19
GUBBI VIDYADHARA K
Officer
$722,359
@ $75.69 · 2025-08-13
ZAMISKA GENE M
Officer
$14,212
@ $58.01 · 2025-06-17
ZAMISKA GENE M
Officer
$94,888
@ $54.88 · 2025-06-05
TAN IRVING
Chief Executive Officer
$548,354
@ $48.19 · 2025-05-13
ZAMISKA GENE M
Officer
$19,777
@ $43.37 · 2025-03-12
ZAMISKA GENE M
Officer
$68,616
@ $41.36 · 2025-03-07
ZAMISKA GENE M
Officer
$22,733
@ $72.63 · 2024-11-29
ZAMISKA GENE M
Officer
$46,053
@ $69.99 · 2024-11-26
ZAMISKA GENE M
Officer
$24,241
@ $64.47 · 2024-11-21
SODERBERY ROBERT
Officer
$2.09M
@ $68.01 · 2024-10-29
ZAMISKA GENE M
Officer
$139,390
@ $69.94 · 2024-10-28
GOECKELER DAVID V
Chief Executive Officer
$5.44M
@ $72.58 · 2024-10-25
GOECKELER DAVID V
Chief Executive Officer
$5.27M
@ $70.32 · 2024-09-26
ZAMISKA GENE M
Officer
$134,391
@ $61.96 · 2024-09-04
ZAMISKA GENE M
Officer
$19,946
@ $63.32 · 2024-08-29
ZAMISKA GENE M
Officer
$178,287
@ $61.48 · 2024-08-27
ZAMISKA GENE M
Officer
$27,059
@ $64.89 · 2024-08-21
SODERBERY ROBERT
Officer
$693,860
@ $57.09 · 2024-08-05
ZAMISKA GENE M
Officer
$17,082
@ $78.00 · 2024-06-17
SODERBERY ROBERT
Officer
$1.97M
@ $73.48 · 2024-06-04
ZAMISKA GENE M
Officer
$29,902
@ $71.88 · 2024-05-21
ZAMISKA GENE M
Officer
$33,225
@ $75.00 · 2024-04-08
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.
WDC
😐Neutral(59/100)
"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)
WDC
⚪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 (59)