Comparison

ADVANCED MICRO DEVICES INC (AMD) vs QUALCOMM INC/DE (QCOM)

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%

QCOM

QUALCOMM INC/DE

Semiconductors

Revenue, FY25: $44.28B
Net income: $5.54B
Operating cash flow: $14.01B
Free cash flow: $12.82B
Net margin: 12.51%
Operating margin: 27.90%
Gross margin: 55.43%

Head-to-head

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

Metric	AMD	QCOM
Revenue growth, latest filed year	+34.34%	+13.66%
Piotroski F-score	8 of 9	6 of 9
P/E against its own history	77.65% above	18.63% above

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.

QCOM

China
Semiconductor supply
Litigation
Commodity prices
Cybersecurity
Climate

And 11 more.

Tracked managers holding both

David Tepper Appaloosa 1.54% · 0.62%
Philippe Laffont Coatue Management 0.11% · 0.53%
Joel Greenblatt Gotham Asset Management 0.18% · 0.11%

Updated Sep 8, 2026 · the newer of the two companies' filings