In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry comparison, evaluating NVIDIA (NASDAQ:NVDA) in relation to its major competitors in the Semiconductors & Semiconductor Equipment industry. By closely examining crucial financial metrics, market position, and growth prospects, we aim to offer 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 | 42.50 | 32.18 | 23.64 | 31.11% | $51.28 | $51.09 | 73.21% |
| Broadcom Inc | 82.41 | 25.06 | 30.13 | 9.12% | $11.15 | $13.16 | 29.47% |
| Advanced Micro Devices Inc | 133.26 | 9 | 16.43 | 2.44% | $2.86 | $5.58 | 34.11% |
| Micron Technology Inc | 23.44 | 7.73 | 9.69 | 21.0% | $18.48 | $17.75 | 196.29% |
| Texas Instruments Inc | 47.37 | 15.03 | 13.72 | 9.35% | $2.07 | $2.47 | 9.09% |
| Analog Devices Inc | 73.05 | 5.77 | 16.82 | 2.46% | $1.52 | $2.04 | 30.42% |
| Qualcomm Inc | 30.01 | 6.88 | 3.63 | 13.57% | $4.11 | $6.68 | 5.0% |
| Marvell Technology Inc | 53.52 | 10.04 | 17.44 | 2.79% | $0.75 | $1.15 | 22.08% |
| Monolithic Power Systems Inc | 126.91 | 22.70 | 28.25 | 4.95% | $0.21 | $0.41 | 20.83% |
| NXP Semiconductors NV | 30.70 | 6.13 | 5.06 | 4.53% | $0.98 | $1.81 | 7.2% |
| ON Semiconductor Corp | 339.31 | 5.04 | 6.76 | 2.33% | $0.45 | $0.55 | -11.17% |
| Astera Labs Inc | 174.46 | 26.73 | 44.83 | 3.41% | $0.07 | $0.2 | 91.77% |
| GLOBALFOUNDRIES Inc | 38.86 | 2.84 | 5.08 | 1.68% | $0.73 | $0.51 | 0.0% |
| Credo Technology Group Holding Ltd | 107.16 | 19.46 | 33.91 | 10.03% | $0.16 | $0.28 | 201.49% |
| Tower Semiconductor Ltd | 103.37 | 7.75 | 14.55 | 2.78% | $0.2 | $0.12 | 13.69% |
| MACOM Technology Solutions Holdings Inc | 130.15 | 15.95 | 21.13 | 3.64% | $0.07 | $0.15 | 24.52% |
| First Solar Inc | 13.64 | 2.18 | 3.99 | 5.62% | $0.7 | $0.67 | 11.15% |
| Rambus Inc | 75.07 | 12.56 | 24.45 | 4.81% | $0.09 | $0.15 | 18.09% |
| Lattice Semiconductor Corp | 6139.50 | 23.54 | 32.44 | -1.08% | $0.01 | $0.1 | 24.16% |
| Average | 429.01 | 12.47 | 18.24 | 5.75% | $2.48 | $2.99 | 40.45% |
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