Backblaze Inc (BLZE)vsNVIDIA Corporation (NVDA)
BLZE
Backblaze Inc
$4.18
-2.56%
TECHNOLOGY · Cap: $252.66M
NVDA
NVIDIA Corporation
$199.57
-4.63%
TECHNOLOGY · Cap: $5.09T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 147970% more annual revenue ($215.94B vs $145.84M). NVDA leads profitability with a 55.6% profit margin vs -17.6%. NVDA earns a higher WallStSmart Score of 79/100 (B+).
BLZE
Avoid31
out of 100
Grade: F
NVDA
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$11.25
Current Price
$4.18
$7.07 discount
Intrinsic value data unavailable for NVDA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -31.9% — below average capital efficiency
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 30.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BLZE
The strongest argument for BLZE centers on Price/Book. Revenue growth of 11.8% 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 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bear Case : BLZE
The primary concerns for BLZE are EPS Growth, Market Cap, Return on Equity.
Bear Case : NVDA
The primary concerns for NVDA are Piotroski F-Score, P/E Ratio, Price/Book. A P/E of 42.7x leaves little room for execution misses.
Key Dynamics to Monitor
BLZE profiles as a turnaround 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 31/100), backed by strong 55.6% margins and 73.2% revenue growth. BLZE offers better value entry with a 64.4% margin of safety. Both earn "Strong 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.
Backblaze Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Backblaze, Inc., a cloud storage platform, provides businesses and consumers with solutions to store, use, and protect data globally. The company is headquartered in San Mateo, California.
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 SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?