NVIDIA Corporation (NVDA)vsON Semiconductor Corporation (ON)
NVDA
NVIDIA Corporation
$172.70
-3.28%
TECHNOLOGY · Cap: $4.34T
ON
ON Semiconductor Corporation
$59.26
-0.05%
TECHNOLOGY · Cap: $24.09B
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 3502% more annual revenue ($215.94B vs $6.00B). NVDA leads profitability with a 55.6% profit margin vs 2.0%. ON appears more attractively valued with a PEG of 0.23. NVDA earns a higher WallStSmart Score of 79/100 (B+).
NVDA
Strong Buy79
out of 100
Grade: B+
ON
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.5%
Fair Value
$228.85
Current Price
$172.70
$56.15 discount
Margin of Safety
-3513.2%
Fair Value
$1.97
Current Price
$59.26
$57.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Every $100 of equity generates 150 in profit
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 26.7x book value
2.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 11.2%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : ON
The strongest argument for ON centers on PEG Ratio, Return on Equity. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Bear Case : ON
The primary concerns for ON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 206.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
NVDA profiles as a growth stock while ON is a value play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.38 — 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 43/100), backed by strong 55.6% margins and 73.2% revenue growth. 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.
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 →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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