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AMD vs ENTG
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. Entegris (ENTG) Stock Comparison
Key Takeaways
- AMD (AMD) has surged over 60% year-to-date (YTD), driven by 38% Q1 revenue growth to $10.25 billion, fueled by AI data center demand.
- ENTG (ENTG) delivered 77% YTD gains, with Q1 revenue beating estimates at $811.9 million (up 5% YoY) and strong advanced logic/memory exposure.
- Both stocks benefit from semiconductor tailwinds, but AMD's direct AI accelerator role provides higher growth visibility versus ENTG's materials supply chain position.
- Recent momentum shows AMD up 74% in the past month on earnings beats, while ENTG rose 25% amid sector recovery.
- Market caps differ sharply: AMD at ~$579 billion vs. ENTG at ~$23 billion, reflecting scale in chip design vs. specialized materials.
- AI-driven capex boosts both, but AMD exhibits stronger trend consistency in recent market activity.
Introduction
This stock comparison examines AMD (Advanced Micro Devices) and ENTG (Entegris), two key players in the semiconductor ecosystem. AMD, a leading designer of CPUs, GPUs, and AI accelerators, contrasts with ENTG, a supplier of advanced materials and process solutions essential for chip manufacturing. Traders seeking exposure to AI infrastructure growth and investors tracking relative performance in the chip sector will find value here. Amid surging demand for data centers and advanced nodes, their recent trajectories highlight opportunities and trade-offs in market positioning.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) is a fabless semiconductor firm specializing in high-performance computing, including EPYC server processors, Ryzen CPUs, and Instinct AI GPUs. In recent market activity, AMD's stock has delivered over 60% YTD returns and a 259% one-year gain, with a market cap nearing $579 billion. Q1 results showed revenue of $10.25 billion, up 38% YoY, propelled by 57% data center growth amid AI infrastructure demand. The stock surged post-earnings, reflecting positive sentiment from analyst upgrades and AI catalysts. Influences include robust EPYC adoption and GPU momentum, though high P/E (~131 trailing) signals growth expectations amid cyclical risks.
ENTG Overview and Recent Performance
Entegris (ENTG) supplies critical materials like filtration, purification, and chemical mechanical planarization (CMP) slurries for semiconductor fabrication. With ~7,700 employees and a focus on advanced nodes, ENTG has posted 77% YTD returns and 79% over one year, with a ~$23 billion market cap. Recent Q1 revenue hit $811.9 million (up 5% YoY), beating estimates, driven by advanced logic (~40% of sales) and memory (~30%) demand tied to AI workloads. Shares gained 25% in the past month on earnings strength and sector recovery. Sentiment benefits from increasing content per wafer in sub-5nm processes, balanced by debt from acquisitions and materials pricing volatility (P/E ~86 trailing).
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Head-to-Head Comparison
AMD and ENTG share semiconductor exposure but diverge in business models: AMD designs end-user chips (data center 57% growth), while ENTG provides upstream materials (logic/memory focus). Growth drivers favor AMD's direct AI accelerators versus ENTG's indirect "content per wafer" gains from advanced nodes. Recent momentum is explosive for both—AMD +74% monthly, ENTG +25%—but AMD's scale yields higher absolute gains. Risk factors include cyclical downturns, with ENTG facing supply chain fragility and debt (~$3.7B post-acquisition), while AMD contends with competition (e.g., NVDA). Sector-wise, both ride AI capex, but AMD has broader PC/gaming diversification. Sentiment tilts to AMD on earnings beats, though ENTG offers stability in materials essentials.
Tickeron AI Verdict
Tickeron’s AI currently favors AMD due to superior trend consistency, explosive data center catalysts, and relative positioning in AI compute demand. While ENTG shows stability and strong YTD outperformance, AMD's 38% revenue acceleration and analyst momentum suggest higher probability of sustained upside in the current environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMD is a Hold and ENTG is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMD’s FA Score shows that 3 FA rating(s) are green whileENTG’s FA Score has 1 green FA rating(s).
- AMD’s FA Score: 3 green, 2 red.
- ENTG’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMD’s TA Score shows that 4 TA indicator(s) are bullish while ENTG’s TA Score has 6 bullish TA indicator(s).
- AMD’s TA Score: 4 bullish, 4 bearish.
- ENTG’s TA Score: 6 bullish, 4 bearish.
Price Growth
AMD (@Semiconductors) experienced а +11.61% price change this week, while ENTG (@Electronic Production Equipment) price change was +22.74% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +3.36%. For the same industry, the average monthly price growth was +5.97%, and the average quarterly price growth was +97.49%.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +10.62%. For the same industry, the average monthly price growth was +10.11%, and the average quarterly price growth was +143.49%.
Reported Earning Dates
AMD is expected to report earnings on Aug 04, 2026.
ENTG is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Semiconductors (+3.36% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Electronic Production Equipment (+10.62% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| AMD | ENTG | AMD / ENTG | |
| Capitalization | 892B | 24.8B | 3,597% |
| EBITDA | 8.09B | 848M | 954% |
| Gain YTD | 155.538 | 93.636 | 166% |
| P/E Ratio | 182.42 | 94.16 | 194% |
| Revenue | 37.5B | 3.24B | 1,159% |
| Total Cash | 12.3B | 443M | 2,777% |
| Total Debt | 3.87B | 3.76B | 103% |
AMD | ENTG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 75 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 63 | |
SMR RATING 1..100 | 79 | 82 | |
PRICE GROWTH RATING 1..100 | 2 | 38 | |
P/E GROWTH RATING 1..100 | 11 | 7 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ENTG's Valuation (68) in the Electronic Production Equipment industry is in the same range as AMD (82) in the Semiconductors industry. This means that ENTG’s stock grew similarly to AMD’s over the last 12 months.
AMD's Profit vs Risk Rating (8) in the Semiconductors industry is somewhat better than the same rating for ENTG (63) in the Electronic Production Equipment industry. This means that AMD’s stock grew somewhat faster than ENTG’s over the last 12 months.
AMD's SMR Rating (79) in the Semiconductors industry is in the same range as ENTG (82) in the Electronic Production Equipment industry. This means that AMD’s stock grew similarly to ENTG’s over the last 12 months.
AMD's Price Growth Rating (2) in the Semiconductors industry is somewhat better than the same rating for ENTG (38) in the Electronic Production Equipment industry. This means that AMD’s stock grew somewhat faster than ENTG’s over the last 12 months.
ENTG's P/E Growth Rating (7) in the Electronic Production Equipment industry is in the same range as AMD (11) in the Semiconductors industry. This means that ENTG’s stock grew similarly to AMD’s over the last 12 months.
| AMD | ENTG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 86% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 67% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 67% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 71% |
| Advances ODDS (%) | 2 days ago 78% | 2 days ago 65% |
| Declines ODDS (%) | 7 days ago 75% | 12 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 70% | 2 days ago 66% |
| Aroon ODDS (%) | 2 days ago 79% | 2 days ago 75% |
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