WallStSmart

Novanta Inc (NOVT)vsNVIDIA Corporation (NVDA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NVIDIA Corporation generates 29323% more annual revenue ($302.97B vs $1.03B). NVDA leads profitability with a 63.7% profit margin vs 6.0%. NVDA appears more attractively valued with a PEG of 0.56. NVDA earns a higher WallStSmart Score of 80/100 (A-).

NOVT

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 5.0Value: 2.7Quality: 8.0
Piotroski: 3/9Altman Z: 2.94

NVDA

Exceptional Buy

80

out of 100

Grade: A-

Growth: 10.0Profit: 10.0Value: 5.3Quality: 8.5
Piotroski: 3/9Altman Z: 6.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NOVTSignificantly Overvalued (-39.9%)

Margin of Safety

-39.9%

Fair Value

$101.39

Current Price

$146.56

$45.17 premium

UndervaluedFair: $101.39Overvalued
NVDASignificantly Overvalued (-52.6%)

Margin of Safety

-52.6%

Fair Value

$143.03

Current Price

$210.96

$67.93 premium

UndervaluedFair: $143.03Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NOVT2 strengths · Avg: 9.5/10
EPS GrowthGrowth
150.0%10/10

Earnings expanding 150.0% YoY

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

NVDA6 strengths · Avg: 10.0/10
Market CapQuality
$5.27T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
84.2%10/10

Every $100 of equity generates 84 in profit

Profit MarginProfitability
63.7%10/10

Keeps 64 of every $100 in revenue as profit

Operating MarginProfitability
66.2%10/10

Strong operational efficiency at 66.2%

Revenue GrowthGrowth
105.9%10/10

Revenue surging 105.9% year-over-year

EPS GrowthGrowth
127.8%10/10

Earnings expanding 127.8% YoY

Areas to Watch

NOVT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.114/10

Expensive relative to growth rate

Return on EquityProfitability
5.2%3/10

ROE of 5.2% — below average capital efficiency

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

NVDA3 concerns · Avg: 3.0/10
P/E RatioValuation
27.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
22.3x2/10

Trading at 22.3x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : NOVT

The strongest argument for NOVT centers on EPS Growth, Debt/Equity. Revenue growth of 10.3% 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 63.7% and operating margin at 66.2%. Revenue growth of 105.9% demonstrates continued momentum.

Bear Case : NOVT

The primary concerns for NOVT are PEG Ratio, Return on Equity, Profit Margin. A P/E of 94.5x leaves little room for execution misses.

Bear Case : NVDA

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

Key Dynamics to Monitor

NOVT profiles as a value stock while NVDA is a growth play — different risk/reward profiles.

NVDA carries more volatility with a beta of 2.22 — expect wider price swings.

NVDA is growing revenue faster at 105.9% — sustainability is the question.

NVDA generates stronger free cash flow (21.4B), providing more financial flexibility.

Bottom Line

NVDA scores higher overall (80/100 vs 54/100), backed by strong 63.7% margins and 105.9% revenue growth. Both earn "Exceptional Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Novanta Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Novanta Inc. designs, manufactures, markets and sells precision motion, vision and photonics components and subsystems to original equipment manufacturers in the medical and industrial markets worldwide. The company is headquartered in Bedford, Massachusetts.

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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