NVIDIA Corporation (NVDA)vsPayPay Corporation American Depository Shares (PAYP)
NVDA
NVIDIA Corporation
$205.10
+2.95%
TECHNOLOGY · Cap: $5.15T
PAYP
PayPay Corporation American Depository Shares
$15.08
-4.19%
TECHNOLOGY · Cap: $9.88B
Smart Verdict
WallStSmart Research — data-driven comparison
PayPay Corporation American Depository Shares generates 49% more annual revenue ($377.78B vs $253.49B). NVDA leads profitability with a 63.0% profit margin vs 30.4%. NVDA appears more attractively valued with a PEG of 0.63. NVDA earns a higher WallStSmart Score of 80/100 (A-).
NVDA
Exceptional Buy80
out of 100
Grade: A-
PAYP
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.9%
Fair Value
$119.30
Current Price
$205.10
$85.80 premium
Intrinsic value data unavailable for PAYP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 82 in profit
Keeps 63 of every $100 in revenue as profit
Strong operational efficiency at 65.6%
Revenue surging 85.2% year-over-year
Earnings expanding 214.5% YoY
Every $100 of equity generates 39 in profit
Keeps 30 of every $100 in revenue as profit
Generating 332.1B in free cash flow
Attractively priced relative to earnings
Revenue surging 29.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 25.4x book value
Distress zone — elevated risk
Elevated debt levels
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 63.0% and operating margin at 65.6%. Revenue growth of 85.2% demonstrates continued momentum.
Bull Case : PAYP
The strongest argument for PAYP centers on Return on Equity, Profit Margin, Free Cash Flow. Profitability is solid with margins at 30.4% and operating margin at 18.8%. Revenue growth of 29.1% demonstrates continued momentum.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Bear Case : PAYP
The primary concerns for PAYP are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.04 is elevated, increasing financial risk.
Key Dynamics to Monitor
NVDA is growing revenue faster at 85.2% — sustainability is the question.
PAYP generates stronger free cash flow (332.1B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (80/100 vs 72/100), backed by strong 63.0% margins and 85.2% revenue growth. Both earn "Exceptional Buy" and "Strong 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.
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 →PayPay Corporation American Depository Shares
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PayPay Corporation, a financial technology company, provides a digital finance platform with services that inlclude easy-to-use payments and other financial services in Japan. The company is headquartered in Shinjuku, Japan.
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