Comparison

ADVANCED MICRO DEVICES INC (AMD) vs NVIDIA CORP (NVDA)

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%

NVDA

NVIDIA CORP

Semiconductors

Revenue, FY26: $216B
Net income: $120B
Operating cash flow: $103B
Free cash flow: $96.68B
Net margin: 55.60%
Operating margin: 60.38%
Gross margin: 71.07%

Head-to-head

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

Metric	AMD	NVDA
Revenue growth, latest filed year	+34.34%	+65.47%
Piotroski F-score	8 of 9	4 of 9
P/E against its own history	77.65% above	49.35% below

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.

NVDA

China
Export controls
Data privacy
Tax
Semiconductor supply
Cybersecurity

And 23 more.

Tracked managers holding both

Chase Coleman Tiger Global 1.63% · 9.34%
Baillie Gifford Baillie Gifford & Co 0.00% · 7.60%
David Tepper Appaloosa 1.54% · 4.08%
Philippe Laffont Coatue Management 0.11% · 2.49%
Joel Greenblatt Gotham Asset Management 0.18% · 1.87%
Bill Nygren Harris Associates (Oakmark) 0.00% · 0.00%

Updated Sep 3, 2026 · the newer of the two companies' filings