Comprehensive Stock Comparison

Compare Blaize Holdings, Inc. (BZAI) vs Advanced Micro Devices, Inc. (AMD) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthAMD34.3% revenue growth vs BZAI's -59.7%
Quality / MarginsAMD12.5% net margin vs BZAI's -11.5%
Stability / SafetyBZAIBeta 1.19 vs AMD's 2.08, lower leverage
DividendsTieNeither pays a meaningful dividend
Momentum (1Y)AMD+100.5% vs BZAI's -61.4%
Efficiency (ROA)AMD5.6% ROA vs BZAI's -251.6%, ROIC 4.7% vs -91.5%
Bottom line: AMD leads in 4 of 6 categories, making it the stronger pick for investors who prioritize growth and revenue expansion and profitability and margin quality. Blaize Holdings, Inc. is the better choice for capital preservation and lower volatility. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

BZAIBlaize Holdings, Inc.
Technology

Blaize Holdings is an AI edge computing company that provides specialized hardware accelerators and development tools for running artificial intelligence applications at the network edge. It generates revenue primarily through sales of its AI accelerator products—including embedded systems, PCIe cards, and small form factor modules—alongside its AI Studio software platform and marketplace. The company's competitive advantage lies in its proprietary graph streaming processor architecture optimized for edge AI workloads, which offers power efficiency and real-time processing capabilities that differentiate it from general-purpose GPU solutions.

AMDAdvanced Micro Devices, Inc.
Technology

Advanced Micro Devices designs and sells high-performance computing and graphics processors for PCs, data centers, gaming consoles, and embedded systems. It generates revenue primarily from sales of CPUs (~50% of revenue) and GPUs (~30%), with the remainder coming from semi-custom chips for game consoles and embedded processors. AMD's key advantage is its competitive x86 CPU architecture and GPU technology that directly challenges market leader Intel in performance-per-dollar across multiple segments.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

BZAIBlaize Holdings, Inc.

Segment breakdown not available.

AMDAdvanced Micro Devices, Inc.
FY 2025
Data Center
43.2%$16.6B
Client and Gaming
37.7%$14.6B
Gaming
10.1%$3.9B
Embedded
9.0%$3.5B

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

AMD 3BZAI 1
Financial MetricsAMD5/6 metrics
Valuation MetricsBZAI2/3 metrics
Profitability & EfficiencyAMD6/8 metrics
Total ReturnsAMD6/6 metrics
Risk & VolatilityTie1/2 metrics
Analyst Outlook0/0 metrics

AMD leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). BZAI leads in 1 (Valuation Metrics). 1 tied.

Financial Metrics (TTM)

AMD is the larger business by revenue, generating $34.6B annually — 2603.8x BZAI's $13M. AMD is the more profitable business, keeping 12.5% of every revenue dollar as net income compared to BZAI's -11.5%. On growth, BZAI holds the edge at +14.2% YoY revenue growth, suggesting stronger near-term business momentum.

MetricBZAIBlaize Holdings, …AMDAdvanced Micro De…
RevenueTrailing 12 months$13M$34.6B
EBITDAEarnings before interest/tax-$33M$6.7B
Net IncomeAfter-tax profit-$153M$4.3B
Free Cash FlowCash after capex-$58M$6.7B
Gross MarginGross profit ÷ Revenue+12.9%+49.5%
Operating MarginEBIT ÷ Revenue-4.3%+10.7%
Net MarginNet income ÷ Revenue-11.5%+12.5%
FCF MarginFCF ÷ Revenue-4.4%+19.4%
Rev. Growth (YoY)Latest quarter vs prior year+14.2%+34.1%
EPS Growth (YoY)Latest quarter vs prior year0.0%+2.1%
AMD leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

MetricBZAIBlaize Holdings, …AMDAdvanced Micro De…
Market CapShares × price$144M$326.3B
Enterprise ValueMkt cap + debt − cash$146M$325.3B
Trailing P/EPrice ÷ TTM EPS-29.14x75.55x
Forward P/EPrice ÷ next-FY EPS est.29.55x
PEG RatioP/E ÷ EPS growth rate14.62x
EV / EBITDAEnterprise value multiple48.56x
Price / SalesMarket cap ÷ Revenue92.67x9.42x
Price / BookPrice ÷ Book value/share4.95x5.20x
Price / FCFMarket cap ÷ FCF48.45x
BZAI leads this category, winning 2 of 3 comparable metrics.

Profitability & Efficiency

AMD delivers a 6.9% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-117 for BZAI. BZAI carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to AMD's 0.07x. On the Piotroski fundamental quality scale (0–9), AMD scores 8/9 vs BZAI's 4/9, reflecting strong financial health.

MetricBZAIBlaize Holdings, …AMDAdvanced Micro De…
ROE (TTM)Return on equity-117.3%+6.9%
ROA (TTM)Return on assets-2.5%+5.6%
ROICReturn on invested capital-91.5%+4.7%
ROCEReturn on capital employed-126.2%+5.7%
Piotroski ScoreFundamental quality 0–948
Debt / EquityFinancial leverage0.06x0.07x
Net DebtTotal debt minus cash$1M-$1.1B
Cash & Equiv.Liquid assets$1,506$5.5B
Total DebtShort + long-term debt$2M$4.5B
Interest CoverageEBIT ÷ Interest expense32.68x
AMD leads this category, winning 6 of 8 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in AMD five years ago would be worth $23,175 today (with dividends reinvested), compared to $787 for BZAI. Over the past 12 months, AMD leads with a +100.5% total return vs BZAI's -61.4%. The 3-year compound annual growth rate (CAGR) favors AMD at 36.6% vs BZAI's -57.2% — a key indicator of consistent wealth creation.

MetricBZAIBlaize Holdings, …AMDAdvanced Micro De…
YTD ReturnYear-to-date-43.0%-10.4%
1-Year ReturnPast 12 months-61.4%+100.5%
3-Year ReturnCumulative with dividends-92.1%+154.8%
5-Year ReturnCumulative with dividends-92.1%+131.8%
10-Year ReturnCumulative with dividends-92.1%+9255.6%
CAGR (3Y)Annualised 3-year return-57.2%+36.6%
AMD leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

BZAI is the less volatile stock with a 1.19 beta — it tends to amplify market swings less than AMD's 2.08 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMD currently trades 75.0% from its 52-week high vs BZAI's 17.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricBZAIBlaize Holdings, …AMDAdvanced Micro De…
Beta (5Y)Sensitivity to S&P 5001.19x2.08x
52-Week HighHighest price in past year$6.76$267.08
52-Week LowLowest price in past year$1.08$76.48
% of 52W HighCurrent price vs 52-week peak+17.5%+75.0%
RSI (14)Momentum oscillator 0–10038.743.4
Avg Volume (50D)Average daily shares traded2.4M31.0M
Evenly matched — BZAI and AMD each lead in 1 of 2 comparable metrics.

Analyst Outlook

Wall Street rates BZAI as "Buy" and AMD as "Buy".

MetricBZAIBlaize Holdings, …AMDAdvanced Micro De…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$293.26
# AnalystsCovering analysts169
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises0
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap0.0%+0.4%
Insufficient data to determine a leader in this category.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockDec 24Feb 26Change
Blaize Holdings, In… (BZAI)1008.13-91.9%
Advanced Micro Devi… (AMD)100204.15+104.2%

Advanced Micro Devi… (AMD) returned +132% over 5 years vs Blaize Holdings, In… (BZAI)'s -92%. A $10,000 investment in AMD 5 years ago would be worth $23,175 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Blaize Holdings, In… (BZAI)$0.00$2M
Advanced Micro Devi… (AMD)$4.3B$34.6B+702.0%

Advanced Micro Devices, Inc.'s revenue grew from $4.3B (2016) to $34.6B (2025) — a 26.0% CAGR.

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Blaize Holdings, In… (BZAI)-27.2%-39.4%-44.6%
Advanced Micro Devi… (AMD)-11.5%12.5%+208.5%

Advanced Micro Devices, Inc.'s net margin went from -12% (2016) to 13% (2025).

Chart 4P/E Ratio History — 8 Years

Stock20182025Change
Advanced Micro Devi… (AMD)57.780.8+40.0%

Advanced Micro Devices, Inc. has traded in a 45x–278x P/E range over 8 years; current trailing P/E is ~76x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
Blaize Holdings, In… (BZAI)-0-0.04-20150.0%
Advanced Micro Devi… (AMD)-0.62.65+541.7%

Advanced Micro Devices, Inc.'s EPS grew from $-0.60 (2016) to $2.65 (2025).

Chart 6Free Cash Flow — 5 Years

2021
$0M
$3B
2022
$-41M
$3B
2023
$-2M
$1B
2024
$-54M
$2B
2025
$7B
Blaize Holdings, In… (BZAI)Advanced Micro Devi… (AMD)

Blaize Holdings, Inc. generated $-54M FCF in 2024 (-54387% vs 2021). Advanced Micro Devices, Inc. generated $7B FCF in 2025 (+109% vs 2021).

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BZAI vs AMD: Frequently Asked Questions

7 questions · data-driven answers · updated daily

01

Is BZAI or AMD a better buy right now?

Advanced Micro Devices, Inc. (AMD) offers the better valuation at 75.6x trailing P/E (29.5x forward), making it the more compelling value choice. Analysts rate Blaize Holdings, Inc. (BZAI) a "Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which is the better long-term investment — BZAI or AMD?

Over the past 5 years, Advanced Micro Devices, Inc. (AMD) delivered a total return of +131.8%, compared to -92.1% for Blaize Holdings, Inc. (BZAI). A $10,000 investment in AMD five years ago would be worth approximately $23K today (assuming dividends reinvested). Over 10 years, the gap is even starker: AMD returned +92.6% versus BZAI's -92.1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

03

Which is safer — BZAI or AMD?

By beta (market sensitivity over 5 years), Blaize Holdings, Inc. (BZAI) is the lower-risk stock at 1.19β versus Advanced Micro Devices, Inc.'s 2.08β — meaning AMD is approximately 75% more volatile than BZAI relative to the S&P 500. On balance sheet safety, Blaize Holdings, Inc. (BZAI) carries a lower debt/equity ratio of 6% versus 7% for Advanced Micro Devices, Inc. — giving it more financial flexibility in a downturn.

04

Which has better profit margins — BZAI or AMD?

Advanced Micro Devices, Inc. (AMD) is the more profitable company, earning 12.5% net margin versus -39.4% for Blaize Holdings, Inc. — meaning it keeps 12.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMD leads at 10.7% versus -30.7% for BZAI. At the gross margin level — before operating expenses — BZAI leads at 62.7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

05

Which pays a better dividend — BZAI or AMD?

None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.

06

Is BZAI or AMD better for a retirement portfolio?

For long-horizon retirement investors, Blaize Holdings, Inc. (BZAI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.19)). Advanced Micro Devices, Inc. (AMD) carries a higher beta of 2.08 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BZAI: -92.1%, AMD: +92.6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

07

What are the main differences between BZAI and AMD?

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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Revenue Growth>
%
(BZAI: 1419.5% · AMD: 34.1%)