Information Technology stock comparison
| Company fact | AAPL | AMD |
|---|---|---|
| Company | Apple Inc. | Advanced Micro Devices, Inc. |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Cupertino, California | Santa Clara, California |
| Founded | 1976 | 1969 |
| SEC industry | Electronic Computers | Semiconductors & Related Devices |
| Fiscal year-end | September 26 | December 26 |
| Latest annual filing | 10-K · 2025-10-31 | 10-K/A · 2026-02-04 |
AAPL reported about 12.0× the revenue of AMD in the latest audited fiscal year. On profitability, AAPL converted a larger share of revenue into net income (26.9% versus 12.5%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | AAPL | AMD |
|---|---|---|
| Revenue | $416.2B | $34.6B |
| Net income | $112.0B | $4.3B |
| Operating cash flow | $111.5B | $7.7B |
| Diluted EPS | $7.46 | $2.65 |
| Net margin | 26.9% | 12.5% |
AAPL: FY ending 2025-09-27 · AMD: FY ending 2025-12-27. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
AAPL and AMD have different SEC industry classifications, but both map to the maintained Artificial intelligence and Tariffs & trade research themes inside the Information Technology sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Apple designs consumer electronics, software, and services, led by the iPhone, Mac, and a growing high-margin services segment. It is one of the world's most valuable companies and a core holding in most large-cap and technology index funds.
AMD designs CPUs and GPUs for PCs, servers, and gaming consoles, positioning itself as the primary challenger to both Intel and NVIDIA. Its data-center accelerators are central to its ambitions in the AI compute market.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. AAPL is classified by the SEC as Electronic Computers, while AMD is classified as Semiconductors & Related Devices. The different industry codes are a warning against treating sector membership as proof of identical economics.
Members-only research
AMD · Feb 4, 2026
AMD’s server franchise can finance a second AI platformA February 4, 2026 research note separating AMD’s visible CPU and accelerator progress from the major partnerships that were still unknowable.
Sep 22, 2026
Meta jumped 11%. What must happen next to justify the price?A member research report on Meta’s AI rally: Muse, subscription economics, the cash-flow burden, legal costs and the earnings assumptions behind the new price.
The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchUse the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.AAPL's fiscal year ends September 26, while AMD's ends December 26. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 150matched transaction rows for AAPLand 50 for AMD. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
Apple Inc. and Advanced Micro Devices, Inc. sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Apple Inc. and Advanced Micro Devices, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
AAPL vs AMD shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
Members-only research
$15/mo or $150/yr · cancel future renewals anytime · sources included