Cloud InfrastructureArtificial IntelligenceData Center TechnologyMachine LearningGenAIAutonomous VehiclesGPU-as-a-Service (GaaS)SupercomputersSoftware
Description
NVIDIA Corporation (NVIDIA) operates as a data center scale AI infrastructure company.
The company’s technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific sof…
Analysis
Quality compounder
NVIDIA Corporation is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.
The price is expensive. You pay 31.8× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 12% yearly growth; analysts expect 45%. The price, in other words, assumes less than the experts do.
The trajectory is moderate and the balance sheet is sturdy. The company scores 18/20 on our value-creation score: strong value creator.
What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202357
98
2023202420252026
All-time high
98
Jun 2026
All-time low
52
Feb 2026
Average rank
84
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
37
1
5
1
Price/Earnings
60
44
50
15
Price/Book
29
1
1
3
Dividend Yield
83
75
75
77
Value (overall)
63
34
21
25
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.