NVIDIA Corporation (NVDA)vsRambus Inc (RMBS)
NVDA
NVIDIA Corporation
$218.29
-0.03%
TECHNOLOGY · Cap: $5.27T
RMBS
Rambus Inc
$86.97
+1.90%
TECHNOLOGY · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 39958% more annual revenue ($302.97B vs $756.33M). NVDA leads profitability with a 63.7% profit margin vs 31.7%. NVDA appears more attractively valued with a PEG of 0.56. NVDA earns a higher WallStSmart Score of 80/100 (A-).
NVDA
Exceptional Buy80
out of 100
Grade: A-
RMBS
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.6%
Fair Value
$143.03
Current Price
$218.29
$75.26 premium
Margin of Safety
-82.3%
Fair Value
$54.53
Current Price
$86.97
$32.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 84 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 66.2%
Revenue surging 105.9% year-over-year
Earnings expanding 127.8% YoY
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 36.7%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 20.4% year-over-year
Areas to Watch
Moderate valuation
Weak financial health signals
Trading at 23.0x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
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 63.7% and operating margin at 66.2%. Revenue growth of 105.9% demonstrates continued momentum.
Bull Case : RMBS
The strongest argument for RMBS centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.7% and operating margin at 36.7%. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Bear Case : RMBS
The primary concerns for RMBS are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (80/100 vs 61/100), 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.
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 →Rambus Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Rambus Inc. offers semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, Asia, and internationally. The company is headquartered in San Jose, California.
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