WallStSmart

Novanta Inc (NOVT)vsNVIDIA Corporation (NVDA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NVIDIA Corporation generates 25124% more annual revenue ($253.49B vs $1.00B). NOVT leads profitability with a 5.3% profit margin vs 0.6%. NVDA appears more attractively valued with a PEG of 0.58. NVDA earns a higher WallStSmart Score of 80/100 (A-).

NOVT

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 5.0Value: 2.7Quality: 8.0
Piotroski: 3/9Altman Z: 2.94

NVDA

Exceptional Buy

80

out of 100

Grade: A-

Growth: 6.0Profit: 5.5Value: 4.7Quality: 8.5
Piotroski: 3/9Altman Z: 6.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NOVTSignificantly Overvalued (-35.1%)

Margin of Safety

-35.1%

Fair Value

$105.01

Current Price

$137.77

$32.76 premium

UndervaluedFair: $105.01Overvalued
NVDASignificantly Overvalued (-65.1%)

Margin of Safety

-65.1%

Fair Value

$119.30

Current Price

$190.01

$70.71 premium

UndervaluedFair: $119.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NOVT1 strengths · Avg: 9.0/10
Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

NVDA6 strengths · Avg: 9.7/10
Market CapQuality
$5.01T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
81.7%10/10

Every $100 of equity generates 82 in profit

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$48.59B10/10

Generating 48.6B in free cash flow

Altman Z-ScoreHealth
6.7510/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.588/10

Growing faster than its price suggests

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
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

NVDA4 concerns · Avg: 3.8/10
P/E RatioValuation
32.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.9%4/10

0.9% revenue growth

EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : NOVT

The strongest argument for NOVT centers on Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum.

Bull Case : NVDA

The strongest argument for NVDA centers on Market Cap, Return on Equity, Debt/Equity. PEG of 0.58 suggests the stock is reasonably priced for its growth.

Bear Case : NOVT

The primary concerns for NOVT are PEG Ratio, Return on Equity, Profit Margin. A P/E of 102.5x leaves little room for execution misses.

Bear Case : NVDA

The primary concerns for NVDA are P/E Ratio, Revenue Growth, EPS Growth. Thin 0.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

NVDA carries more volatility with a beta of 2.21 — expect wider price swings.

NOVT is growing revenue faster at 10.4% — sustainability is the question.

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

Monitor SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NVDA scores higher overall (80/100 vs 44/100). Both earn "Exceptional 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.

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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