ADSK vs AMD
Autodesk vs Advanced Micro Devices — AI-powered side-by-side comparison
VS
AMD
Advanced Micro Devices
59
Buy
| Metric | ADSK | AMD |
|---|
| AI Score |
65
|
59
|
| Price |
$254.77
|
$480.84
|
| P/E Ratio |
36.41×
|
121.62×
|
| ROE |
36.9%
|
6.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
91.1%
|
53.2%
|
| Debt / Equity |
0.85×
|
0.06×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
56.3
|
49.3
|
| Beta |
1.298
|
2.489
|
| Expected Upside |
+1.4%
|
+22.0%
|
AI Committee View
Current Innellis committee reasoning for ADSK versus AMD.
ADSK leads by 6 points.
ADSK scores 65/100 (Buy) versus AMD at 59/100 (Buy).
ADSK Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
AMD Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 39.5% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 123.3 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 39.5% YoY -- genuine top-line momentum — Growth
- EPS growing 124.3% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 123.3 is expensive by classic value standards — Value
- Price-to-book of 5.6x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical