Aviat Networks Inc (AVNW)vsNVIDIA Corporation (NVDA)
AVNW
Aviat Networks Inc
$22.80
+0.53%
TECHNOLOGY · Cap: $288.88M
NVDA
NVIDIA Corporation
$201.68
+1.68%
TECHNOLOGY · Cap: $4.82T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 48233% more annual revenue ($215.94B vs $446.77M). NVDA leads profitability with a 55.6% profit margin vs 3.3%. NVDA appears more attractively valued with a PEG of 0.81. NVDA earns a higher WallStSmart Score of 79/100 (B+).
AVNW
Hold49
out of 100
Grade: D+
NVDA
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.0%
Fair Value
$52.88
Current Price
$22.80
$30.08 discount
Margin of Safety
+12.1%
Fair Value
$229.32
Current Price
$201.68
$27.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 25.7% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 102 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
3.3% margin — thin
Weak financial health signals
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 31.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AVNW
The strongest argument for AVNW centers on Price/Book, EPS Growth.
Bull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bear Case : AVNW
The primary concerns for AVNW are Market Cap, Return on Equity, Profit Margin. Thin 3.3% margins leave little buffer for downturns.
Bear Case : NVDA
The primary concerns for NVDA are Piotroski F-Score, P/E Ratio, Price/Book. A P/E of 40.5x leaves little room for execution misses.
Key Dynamics to Monitor
AVNW profiles as a value stock while NVDA is a growth play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.33 — expect wider price swings.
NVDA is growing revenue faster at 73.2% — sustainability is the question.
NVDA generates stronger free cash flow (34.9B), providing more financial flexibility.
Bottom Line
NVDA scores higher overall (79/100 vs 49/100), backed by strong 55.6% margins and 73.2% revenue growth. AVNW offers better value entry with a 51.0% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aviat Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Aviat Networks, Inc. designs, manufactures, and sells a range of wireless networking products, solutions, and services in North America, Africa, the Middle East, Europe, Russia, Latin America, and Asia Pacific. The company is headquartered in Austin, Texas.
Visit Website →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.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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