In today’s rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating NVIDIA (NASDAQ:NVDA) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company’s performance within the industry.
NVIDIA Background
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| NVIDIA Corp | 40.10 | 30.36 | 22.31 | 31.11% | $51.28 | $51.09 | 73.21% |
| Broadcom Inc | 74.23 | 22.57 | 27.14 | 9.12% | $11.15 | $13.16 | 29.47% |
| Micron Technology Inc | 21.98 | 7.25 | 9.08 | 21.0% | $18.48 | $17.75 | 196.29% |
| Advanced Micro Devices Inc | 97.73 | 6.60 | 12.05 | 2.44% | $2.86 | $5.58 | 34.11% |
| Texas Instruments Inc | 40.16 | 12.25 | 11.30 | 7.03% | $2.07 | $2.47 | 10.38% |
| Analog Devices Inc | 63.73 | 5.04 | 14.68 | 2.46% | $1.52 | $2.04 | 30.42% |
| Qualcomm Inc | 26.78 | 6.14 | 3.24 | 13.57% | $4.11 | $6.68 | 5.0% |
| Marvell Technology Inc | 43.59 | 8.18 | 14.20 | 2.79% | $0.75 | $1.15 | 22.08% |
| Monolithic Power Systems Inc | 106.02 | 18.96 | 23.60 | 4.95% | $0.21 | $0.41 | 20.83% |
| NXP Semiconductors NV | 26.40 | 5.27 | 4.35 | 4.53% | $0.98 | $1.81 | 7.2% |
| Astera Labs Inc | 139.84 | 21.30 | 35.93 | 3.41% | $0.07 | $0.2 | 91.77% |
| ON Semiconductor Corp | 248.45 | 3.69 | 4.95 | 2.33% | $0.45 | $0.55 | -11.17% |
| Credo Technology Group Holding Ltd | 87.65 | 15.91 | 27.74 | 10.03% | $0.16 | $0.28 | 201.49% |
| GLOBALFOUNDRIES Inc | 30.45 | 2.23 | 3.98 | 1.68% | $0.73 | $0.51 | 0.0% |
| Tower Semiconductor Ltd | 110.37 | 8.27 | 15.53 | 2.78% | $0.13 | $0.09 | 11.26% |
| First Solar Inc | 14.12 | 2.26 | 4.13 | 5.62% | $0.7 | $0.67 | 11.15% |
| MACOM Technology Solutions Holdings Inc | 119.42 | 14.63 | 19.38 | 3.64% | $0.07 | $0.15 | 24.52% |
| Lattice Semiconductor Corp | 5540.50 | 21.24 | 29.27 | -1.08% | $0.01 | $0.1 | 24.16% |
| Rambus Inc | 57.69 | 9.65 | 18.79 | 4.81% | $0.09 | $0.15 | 18.09% |
| Average | 380.51 | 10.64 | 15.52 | 5.62% | $2.47 | $2.99 | 40.39% |
This post was originally published here
