Mostly Markets

NvidiaNVDA

Semiconductors · Santa Clara, California · In the S&P 500
High qualityCheaper than peers
$204.64−4.22%After hours: $205.25 (+0.30%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 1.2% over 1 year
Nvidia over 1 yearDaily close, $, to 30 Oct 2026
$180$220$240Nov2026MarMayJulSep$204.64NovMarJul$204.64
Source: Nasdaq daily closes
Market value$4.93T
Price to earnings25.9x
Forward P/E16.9x
Dividend yield0.49%
Year to date+9.7%
One year−1.2%
Next earningsNot scheduled
52-week range (closes)
$165.17$239.24

Quality and valuation

How Nvidia compares with other information technology stocks. A description, not a recommendation.

Nvidia and 6 semiconductors peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: cheaper than most

A stronger business than most information technology companies, priced below most of them.

Nvidia trades at 16.9 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +83.4% vs +20.6%
  • Keeps more of each sale (gross margin): 74.7% vs 61.5%
  • More profitable (operating margin): 65.2% vs 17.0%
  • Turns more of its sales into cash: 41.9% vs 21.7%
NVDA trades at 16.9x forward earnings, below the sector medianForward p/e, Semiconductors peers
MU5.0xNVDA16.9xAVGO18.8xTSM19.8xTXN28.7xINTC38.4xAMD44.8xARM86.3xSector median 22.2xMU5.0xNVDA16.9xAVGO18.8xTSM19.8xTXN28.7xINTC38.4xAMD44.8xARM86.3xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 25.9x earnings, NVDA is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
40x60xAverage 44.9x2025202625.9x40x60xAverage 44.9x2025202625.9x
Source: Nasdaq prices; SEC filings

Financials

From Nvidia's SEC filings, through the quarter ending 26 Jul 2026. Hover or tap a bar for its value.

Revenue grew 105.9% from a year earlierQuarterly revenue, $bn, latest Q2 ’27
$0bn$25bn$50bn$75bnQ3 ’25Q1 ’26Q3 ’26$96.2bnQ2 ’27$0bn$50bnQ3 ’25Q1 ’26Q3 ’26$96.2bnQ2 ’27
Source: SEC filings
Growth sped up to +105.9% last quarterRevenue growth, year on year, %
0%50%100%Q3 ’25Q1 ’26Q3 ’26105.9%Q2 ’270%50%100%Q3 ’25Q1 ’26Q3 ’26105.9%Q2 ’27
Source: SEC filings
Operating margin was 66.2% last quarterOperating income as a share of revenue, %
0%20%40%60%Q3 ’25Q1 ’26Q3 ’2666.2%Q2 ’270%25%50%Q3 ’25Q1 ’26Q3 ’2666.2%Q2 ’27
Source: SEC filings
Free cash flow was $127 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$0bn$20bn$40bnQ3 ’25Q1 ’26Q3 ’26$21.4bnQ2 ’27$0bn$20bn$40bnQ3 ’25Q1 ’26Q3 ’26$21.4bnQ2 ’27
Source: SEC filings
Last 12 monthsNVDASector median
Revenue growth+83.4%+20.6%
Gross margin74.7%61.5%
Operating margin65.2%17.0%
Free cash flow margin41.9%21.7%
Price to earnings25.9x33.1x

Stories on Nvidia

Thursday, 29 October
Chart

Apple Leads the Magnificent Seven in 2026 as Alphabet Slides Into the Red

Apple is up 28.3% this year as of Thursday's close. Alphabet's 12.6% drop after its results left it down 9.3%, one of three of the seven now below where they started 2026.

AAPL▲ 1.5%
Screens of market charts
Monday, 26 October
Our picks

3 AI Infrastructure Stocks We Love and 1 We Hate

Micron, Nvidia and Vertiv grow fast and bring in more cash than they spend. CoreWeave more than doubled its revenue but burned $13.66 billion in a year building data centers.

MU▲ 3.0%
An aisle of servers in a data center
Thursday, 22 October
Why it moved

Lam Research (LRCX), KLA (KLAC) and Applied Materials (AMAT) Shares Slide: What Happened

Lam Research plunged 11.8% on Thursday after warning that short supplies of factory space and parts will limit chipmakers into 2027. KLA lost 9.5% and Applied Materials 8.2%.

LRCX▼ 11.8%
Inside a chip factory's cleanroom

Similar companies

Semiconductors, by market value.

CompanyPriceTodayYTDValue
TSMTaiwan Semiconductor$406.13−5.95%+33.6%$2.11T
AVGOBroadcom$326.08−5.48%−5.8%$1.56T
MUMicron Technology$884.74−5.30%+210.0%$1.00T
AMDAMD$504.80−10.88%+135.7%$824B
INTCIntel$65.76−28.58%+78.2%$348B
TXNTexas Instruments$300.84−3.40%+80.4%$275B
ARMArm Holdings$205.97−9.97%+88.4%$220B
ADIAnalog Devices$417.11−3.73%+53.8%$202B