In today’s rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing NVIDIA (NASDAQ:NVDA) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to 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 | 41.16 | 31.16 | 22.90 | 31.11% | $51.28 | $51.09 | 73.21% |
| Broadcom Inc | 79.25 | 24.10 | 28.97 | 9.12% | $11.15 | $13.16 | 29.47% |
| Micron Technology Inc | 21.48 | 7.08 | 8.88 | 21.0% | $18.48 | $17.75 | 196.29% |
| Advanced Micro Devices Inc | 106.66 | 7.20 | 13.15 | 2.44% | $2.86 | $5.58 | 34.11% |
| Texas Instruments Inc | 42.17 | 12.86 | 11.87 | 7.03% | $2.07 | $2.47 | 10.38% |
| Analog Devices Inc | 67.91 | 5.37 | 15.64 | 2.46% | $1.52 | $2.04 | 30.42% |
| Qualcomm Inc | 27.46 | 6.30 | 3.32 | 13.57% | $4.11 | $6.68 | 5.0% |
| Marvell Technology Inc | 45.50 | 8.54 | 14.83 | 2.79% | $0.75 | $1.15 | 22.08% |
| Monolithic Power Systems Inc | 114.18 | 20.42 | 25.42 | 4.95% | $0.21 | $0.41 | 20.83% |
| NXP Semiconductors NV | 27.17 | 5.43 | 4.48 | 4.53% | $0.98 | $1.81 | 7.2% |
| ON Semiconductor Corp | 286.24 | 4.26 | 5.70 | 2.33% | $0.45 | $0.55 | -11.17% |
| GLOBALFOUNDRIES Inc | 34.43 | 2.52 | 4.50 | 1.68% | $0.73 | $0.51 | 0.0% |
| Astera Labs Inc | 142.66 | 21.73 | 36.66 | 3.41% | $0.07 | $0.2 | 91.77% |
| Credo Technology Group Holding Ltd | 88.29 | 16.03 | 27.94 | 10.03% | $0.16 | $0.28 | 201.49% |
| Tower Semiconductor Ltd | 116.72 | 8.75 | 16.42 | 2.78% | $0.2 | $0.12 | 13.69% |
| MACOM Technology Solutions Holdings Inc | 125.33 | 15.35 | 20.34 | 3.64% | $0.07 | $0.15 | 24.52% |
| First Solar Inc | 13.40 | 2.15 | 3.92 | 5.62% | $0.7 | $0.67 | 11.15% |
| Lattice Semiconductor Corp | 5853 | 22.44 | 30.93 | -1.08% | $0.01 | $0.1 | 24.16% |
| Rambus Inc | 60.10 | 10.05 | 19.58 | 4.81% | $0.09 | $0.15 | 18.09% |
| Average | 402.89 | 11.14 | 16.25 | 5.62% | $2.48 | $2.99 | 40.53% |
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