In the dynamic and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating NVIDIA (NASDAQ:NVDA) and its primary competitors in the Semiconductors & Semiconductor Equipment industry. By closely examining key financial metrics, market position, and growth prospects, our aim is 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 | 40.73 | 30.83 | 22.66 | 31.11% | $51.28 | $51.09 | 73.21% |
| Broadcom Inc | 81.37 | 24.74 | 29.75 | 9.12% | $11.15 | $13.16 | 29.47% |
| Micron Technology Inc | 24.41 | 8.05 | 10.09 | 21.0% | $18.48 | $17.75 | 196.29% |
| Advanced Micro Devices Inc | 135.82 | 9.17 | 16.74 | 2.44% | $2.86 | $5.58 | 34.11% |
| Texas Instruments Inc | 48.05 | 15.25 | 13.91 | 9.35% | $2.42 | $2.8 | 18.58% |
| Analog Devices Inc | 73.54 | 5.81 | 16.93 | 2.46% | $1.52 | $2.04 | 30.42% |
| Qualcomm Inc | 19.31 | 6.94 | 4.37 | 13.57% | $2.82 | $5.7 | 5.0% |
| Marvell Technology Inc | 53.79 | 10.09 | 17.53 | 2.79% | $0.75 | $1.15 | 22.08% |
| Monolithic Power Systems Inc | 125.54 | 22.45 | 27.95 | 4.95% | $0.21 | $0.41 | 20.83% |
| NXP Semiconductors NV | 28.07 | 6.78 | 5.91 | 10.69% | $1.7 | $1.79 | 12.2% |
| ON Semiconductor Corp | 347.62 | 5.17 | 6.92 | 2.33% | $0.45 | $0.55 | -11.17% |
| GLOBALFOUNDRIES Inc | 40.63 | 2.97 | 5.31 | 1.68% | $0.73 | $0.51 | 0.0% |
| Astera Labs Inc | 159.62 | 24.46 | 41.01 | 3.41% | $0.07 | $0.2 | 91.77% |
| Credo Technology Group Holding Ltd | 95.61 | 17.36 | 30.26 | 10.03% | $0.16 | $0.28 | 201.49% |
| Tower Semiconductor Ltd | 113.94 | 8.54 | 16.03 | 2.78% | $0.2 | $0.12 | 13.69% |
| First Solar Inc | 13.04 | 2.20 | 4.01 | 5.62% | $0.7 | $0.67 | 11.15% |
| MACOM Technology Solutions Holdings Inc | 127.43 | 15.61 | 20.68 | 3.64% | $0.07 | $0.15 | 24.52% |
| Lattice Semiconductor Corp | 6115.50 | 23.44 | 32.31 | -1.08% | $0.01 | $0.1 | 24.16% |
| Average | 447.25 | 12.3 | 17.63 | 6.16% | $2.61 | $3.12 | 42.62% |
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