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Advanced Micro Devices Inc (AMD)

Semiconductors and Semiconductor Equipment
Tecnología
growth
cíclico

Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, x86 microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, smart network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.

Precio Actual

$217.97
+0.92% vs día anterior

Capitalización

355B

Desviación

+34.44%

Y/Y Growth

35.5%

EBIT Margin

28.4%

ROIC

10%

PEG Ratio

0.25

ROE

18.4%

3Y EPS Growth

117.9%

Net Debt / EBITDA

-0.8x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
24.2%
CAGR EV/FCF (2025):
-25.6%
CAGR Prom.:
24.4%
CAGR P/E:
23.2%
CAGR EV/EBITDA: 25.6%
CAGR EV/EBIT: 24.6%
Precio de compra para +15%:
$261.73

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
30x
(Fair: 244x)
EV/FCF
30x
EV/EBITDA
20x
EV/EBIT
27x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
108x
Fair P/E
244x
CAGR EV/FCF
Tu Múltiplo: 30x
24.2%
60.5%
88.9%
CAGR P/E
Tu Múltiplo: 30x
23.2%
59.2%
87.4%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-107.67%
Media vs. Gold
+64.72%
Media vs. Bono USA 7-10y
+80.20%
Media vs. Bono USA 1-3y
+79.65%
Media vs. Bono USA 20+y
+81.79%
Media vs. Dow Jones
+68.29%
Media vs. S&P 500
+65.42%
Media vs. NASDAQ 100
+60.00%
Media vs. MSCI World
+68.04%
Media vs. Russell 2000
+69.90%
Media vs. STOXX Europe 600
+74.22%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento AMD
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
80.69%-1.40%+82.09%57.46%+23.23%4.29%+76.40%0.99%+79.70%0.69%+80.01%13.12%+67.57%16.85%+63.85%22.29%+58.40%20.22%+60.47%12.99%+67.71%13.34%+67.36%
2024
-12.84%110.77%-123.61%26.96%-39.79%-3.73%-9.11%0.05%-12.89%-11.17%-1.67%12.80%-25.64%24.01%-36.85%30.78%-43.62%17.88%-30.72%10.80%-23.64%5.50%-18.34%
2023
130.26%153.66%-23.40%11.76%+118.50%-0.15%+130.40%0.98%+129.27%-2.54%+132.80%13.74%+116.52%24.73%+105.53%44.52%+85.74%21.92%+108.33%15.78%+114.47%11.67%+118.58%
2022
-56.89%-65.23%+8.34%0.78%-57.67%-15.93%-40.96%-5.00%-51.89%-31.00%-25.88%-9.40%-47.49%-19.95%-36.94%-33.89%-23.00%-19.70%-37.19%-22.50%-34.39%-13.29%-43.60%
2021
55.90%60.33%-4.43%-6.24%+62.14%-4.15%+60.06%-0.98%+56.89%-5.94%+61.84%20.23%+35.67%28.79%+27.11%23.20%+32.70%21.22%+34.68%15.39%+40.52%21.66%+34.24%
2020
86.78%301.93%-215.14%23.90%+62.88%8.33%+78.46%2.02%+84.76%15.12%+71.66%6.02%+80.76%15.29%+71.49%41.75%+45.03%12.94%+73.84%18.48%+68.30%-4.64%+91.42%
2019
143.55%88.85%+54.69%17.78%+125.77%5.55%+137.99%1.20%+142.35%10.91%+132.63%21.91%+121.63%28.34%+115.21%34.60%+108.94%25.23%+118.32%23.05%+120.50%23.42%+120.13%
2018
68.12%-71.79%+139.91%-3.12%+71.24%-0.97%+69.09%-0.24%+68.36%-3.17%+71.30%-6.03%+74.15%-7.01%+75.13%-5.30%+73.43%-11.16%+79.29%-13.00%+81.12%-13.42%+81.54%
2017
-10.06%1,184.56%-1,194.62%11.93%-21.99%0.76%-10.82%-0.63%-9.43%6.03%-16.10%24.33%-34.39%18.42%-28.48%27.16%-37.22%19.45%-29.52%12.45%-22.51%7.16%-17.22%
2016
309.39%109.91%+199.48%6.53%+302.86%-1.15%+310.54%-0.02%+309.41%-1.91%+311.30%15.24%+294.15%11.24%+298.15%9.79%+299.60%6.53%+302.86%22.42%+286.97%1.33%+308.05%
Media79.49%187.16%-107.67%14.77%+64.72%-0.71%+80.20%-0.16%+79.65%-2.30%+81.79%11.20%+68.29%14.07%+65.42%19.49%+60.00%11.45%+68.04%9.59%+69.90%5.27%+74.22%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
12/5/202535.5%28.4%-0.8x30x(244x)30x20x27x$162.13$200.79$294.48$393.73$526.44
11/30/202534.9%28.4%-0.8x30x(243x)30x20x27x$162.13$200.74$293.03$389.52$517.80
11/3/202532.5%28.1%-0.6x35x(74x)35x22x28x$189.39$233.37$312.27$409.37$536.66
9/24/202520%28%-0.6x35x(49x)35x30x30x$189.44$231.85$288.56$326.12$368.56

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2016
+309.39%
📉Worst Year
2022
-56.89%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

70%
7 of 10 years positive
Consistency ScoreExcellent
0%50%70%100%

AMD shows moderate consistency with positive returns in 70% of years.