Information Technology stock comparison
| Company fact | AMD | KLAC |
|---|---|---|
| Company | Advanced Micro Devices, Inc. | KLA Corporation |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Santa Clara, California | — |
| Founded | 1969 | — |
| SEC industry | Semiconductors & Related Devices | Optical Instruments & Lenses |
| Fiscal year-end | December 26 | June 30 |
| Latest annual filing | 10-K/A · 2026-02-04 | 10-K · 2026-08-06 |
AMD reported about 2.8× the revenue of KLAC in the latest audited fiscal year. On profitability, KLAC converted a larger share of revenue into net income (33.4% versus 12.5%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | AMD | KLAC |
|---|---|---|
| Revenue | $34.6B | $12.2B |
| Net income | $4.3B | $4.1B |
| Operating cash flow | $7.7B | $4.1B |
| Diluted EPS | $2.65 | $3.04 |
| Net margin | 12.5% | 33.4% |
AMD: FY ending 2025-12-27 · KLAC: FY ending 2025-06-30. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
AMD and KLAC 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.
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.
KLA makes the process-control and inspection systems chipmakers rely on to detect defects during semiconductor manufacturing.
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. AMD is classified by the SEC as Semiconductors & Related Devices, while KLAC is classified as Optical Instruments & Lenses. The different industry codes are a warning against treating sector membership as proof of identical economics.
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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.AMD's fiscal year ends December 26, while KLAC's ends June 30. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 50matched transaction rows for AMDand 10 for KLAC. 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.
Advanced Micro Devices, Inc. and KLA Corporation 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 Advanced Micro Devices, Inc. and KLA Corporation 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.
AMD vs KLAC 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.
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