Comparison

ADVANCED MICRO DEVICES INC (AMD) vs Broadcom Inc. (AVGO)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AMD

ADVANCED MICRO DEVICES INC

Semiconductors

Revenue, FY25: $34.64B
Net income: $4.34B
Operating cash flow: $7.71B
Free cash flow: $6.74B
Net margin: 12.51%
Operating margin: 10.66%
Gross margin: 49.52%

AVGO

Broadcom Inc.

Semiconductors

Revenue, FY25: $63.89B
Net income: $23.13B
Operating cash flow: $27.54B
Free cash flow: $26.91B
Net margin: 36.20%
Operating margin: 39.89%
Gross margin: 67.77%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AMD	AVGO
Revenue growth, latest filed year	+34.34%	+23.87%
Piotroski F-score	8 of 9	8 of 9
P/E against its own history	77.65% above	about normal

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AMD

Semiconductor supply
China
Export controls
Litigation
Tax
Supply chain

And 21 more.

AVGO

Semiconductor supply
Litigation
Tariffs
Cybersecurity
Debt covenants
Product recalls

And 21 more.

Tracked managers holding both

Philippe Laffont Coatue Management 0.11% · 4.54%
Chase Coleman Tiger Global 1.63% · 2.76%
David Tepper Appaloosa 1.54% · 0.76%
Joel Greenblatt Gotham Asset Management 0.18% · 0.30%
Baillie Gifford Baillie Gifford & Co 0.00% · 0.47%
Bill Nygren Harris Associates (Oakmark) 0.00% · 0.00%

Updated Sep 10, 2026 · the newer of the two companies' filings