In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing NVIDIA (NASDAQ:NVDA) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer 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 | 37.16 | 28.13 | 20.67 | 31.11% | $51.28 | $51.09 | 73.21% |
| Broadcom Inc | 68.35 | 20.78 | 24.99 | 9.12% | $11.15 | $13.16 | 29.47% |
| Micron Technology Inc | 19.19 | 6.33 | 7.93 | 21.0% | $18.48 | $17.75 | 196.29% |
| Advanced Micro Devices Inc | 88.82 | 6 | 10.95 | 2.44% | $2.86 | $5.58 | 34.11% |
| Texas Instruments Inc | 38.33 | 11.69 | 10.79 | 7.03% | $2.07 | $2.47 | 10.38% |
| Analog Devices Inc | 63.29 | 5 | 14.58 | 2.46% | $1.52 | $2.04 | 30.42% |
| Qualcomm Inc | 25.71 | 5.90 | 3.11 | 13.57% | $4.11 | $6.68 | 5.0% |
| Marvell Technology Inc | 37.28 | 6.99 | 12.15 | 2.79% | $0.75 | $1.15 | 22.08% |
| Monolithic Power Systems Inc | 102.09 | 18.26 | 22.73 | 4.95% | $0.21 | $0.41 | 20.83% |
| NXP Semiconductors NV | 25.69 | 5.13 | 4.23 | 4.53% | $0.98 | $1.81 | 7.2% |
| ON Semiconductor Corp | 235.79 | 3.51 | 4.70 | 2.33% | $0.45 | $0.55 | -11.17% |
| GLOBALFOUNDRIES Inc | 30.06 | 2.20 | 3.93 | 1.68% | $0.73 | $0.51 | 0.0% |
| Tower Semiconductor Ltd | 104.99 | 7.87 | 14.77 | 2.78% | $0.13 | $0.09 | 11.26% |
| First Solar Inc | 14.13 | 2.26 | 4.14 | 5.62% | $0.7 | $0.67 | 11.15% |
| Astera Labs Inc | 102.84 | 15.66 | 26.42 | 3.41% | $0.07 | $0.2 | 91.77% |
| Credo Technology Group Holding Ltd | 60.55 | 10.99 | 19.16 | 10.03% | $0.16 | $0.28 | 201.49% |
| MACOM Technology Solutions Holdings Inc | 111.76 | 13.69 | 18.14 | 3.64% | $0.07 | $0.15 | 24.52% |
| Lattice Semiconductor Corp | 5328 | 20.43 | 28.15 | -1.08% | $0.01 | $0.1 | 24.16% |
| Rambus Inc | 48.12 | 8.05 | 15.67 | 4.81% | $0.09 | $0.15 | 18.09% |
| Average | 361.39 | 9.49 | 13.7 | 5.62% | $2.47 | $2.99 | 40.39% |
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