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JCM@TheStoic
1Semana
"After the last correction, the valuation seems attractive again" - I would be interested to know how you measure the value of $AMD here? The P/E ratio of 114 seems to be anything but cheap, and even compared to $NVDA, I don't see AMD as more favorably valued, but rather more expensive.
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Raphi97x@WinStreak77
1Semana
@TheStoic The P/E ratio alone is often not enough to assess the attractiveness of a share. It is important to look at it in the context of growth, margins and market position. AMD may have a high P/E ratio because the market expects high growth rates. Compared to NVIDIA, AMD might appear less attractive in other aspects such as market share or margins, but also offer opportunities if these expectations are met. It would be interesting to also consider PEG ratio (price/earnings growth ratio) or other metrics such as cash flow.
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JCM@TheStoic
1Semana
@WinStreak77 yes, that's why I asked, I only saw the high P/E ratio and I would have been interested to know how else you calculated the value.
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Konstantin@Konstantin85
1Semana
You can forget the P/E ratio for growth stocks. AMD is more favorably valued in terms of both PEG and EV/Sales. However, I doubt that AMD can match Nvidia in terms of large language model usage.
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