WallStSmart

Arbe Robotics Ltd (ARBE)vsNVIDIA Corporation (NVDA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NVIDIA Corporation generates 17518283% more annual revenue ($253.49B vs $1.45M). NVDA leads profitability with a 63.0% profit margin vs 0.0%. NVDA earns a higher WallStSmart Score of 80/100 (A-).

ARBE

Avoid

27

out of 100

Grade: F

Growth: 5.3Profit: 2.5Value: 6.0Quality: 5.5
Piotroski: 5/9Altman Z: -6.28

NVDA

Exceptional Buy

80

out of 100

Grade: A-

Growth: 10.0Profit: 10.0Value: 4.7Quality: 8.5
Piotroski: 3/9Altman Z: 6.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARBEUndervalued (+19.1%)

Margin of Safety

+19.1%

Fair Value

$1.41

Current Price

$0.91

$0.50 discount

UndervaluedFair: $1.41Overvalued
NVDASignificantly Overvalued (-71.9%)

Margin of Safety

-71.9%

Fair Value

$119.30

Current Price

$205.10

$85.80 premium

UndervaluedFair: $119.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARBE2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
1053.0%10/10

Revenue surging 1053.0% year-over-year

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

NVDA6 strengths · Avg: 10.0/10
Market CapQuality
$5.40T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
81.7%10/10

Every $100 of equity generates 82 in profit

Profit MarginProfitability
63.0%10/10

Keeps 63 of every $100 in revenue as profit

Operating MarginProfitability
65.6%10/10

Strong operational efficiency at 65.6%

Revenue GrowthGrowth
85.2%10/10

Revenue surging 85.2% year-over-year

EPS GrowthGrowth
214.5%10/10

Earnings expanding 214.5% YoY

Areas to Watch

ARBE4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$134.96M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Return on EquityProfitability
-86.6%2/10

ROE of -86.6% — below average capital efficiency

NVDA3 concerns · Avg: 3.0/10
P/E RatioValuation
34.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
31.7x2/10

Trading at 31.7x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : ARBE

The strongest argument for ARBE centers on Revenue Growth, Price/Book. Revenue growth of 1053.0% demonstrates continued momentum.

Bull Case : NVDA

The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 63.0% and operating margin at 65.6%. Revenue growth of 85.2% demonstrates continued momentum.

Bear Case : ARBE

The primary concerns for ARBE are EPS Growth, Market Cap, Profit Margin.

Bear Case : NVDA

The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.

Key Dynamics to Monitor

ARBE profiles as a hypergrowth stock while NVDA is a growth play — different risk/reward profiles.

NVDA carries more volatility with a beta of 2.24 — expect wider price swings.

ARBE is growing revenue faster at 1053.0% — sustainability is the question.

NVDA generates stronger free cash flow (48.6B), providing more financial flexibility.

Bottom Line

NVDA scores higher overall (80/100 vs 27/100), backed by strong 63.0% margins and 85.2% revenue growth. ARBE offers better value entry with a 19.1% margin of safety. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Arbe Robotics Ltd

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Arbe Robotics Ltd is a pioneering technology firm specializing in advanced radar solutions, particularly its high-resolution 4D imaging radar systems that are critical for the autonomous vehicle and smart transportation markets. By enhancing safety, reliability, and situational awareness, Arbe's innovative technology addresses the growing demand for sophisticated automotive applications in an evolving sector. Leveraging significant investments in research and development, Arbe stands out as a transformative leader well-equipped to drive advancements in mobility and intelligent transportation. As the autonomous driving landscape continues to expand, Arbe's solutions are poised to play a vital role in shaping its future.

NVIDIA Corporation

TECHNOLOGY · SEMICONDUCTORS · USA

Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.

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