NVIDIA Corporation (NVDA)vsXunlei Ltd Adr (XNET)
NVDA
NVIDIA Corporation
$194.83
-1.39%
TECHNOLOGY · Cap: $4.66T
XNET
Xunlei Ltd Adr
$5.64
-6.24%
TECHNOLOGY · Cap: $341.18M
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 51130% more annual revenue ($253.49B vs $494.81M). XNET leads profitability with a 176.7% profit margin vs 63.0%. NVDA appears more attractively valued with a PEG of 0.59. NVDA earns a higher WallStSmart Score of 80/100 (A-).
NVDA
Exceptional Buy80
out of 100
Grade: A-
XNET
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.3%
Fair Value
$119.30
Current Price
$194.83
$75.53 premium
Margin of Safety
+25.4%
Fair Value
$7.80
Current Price
$5.64
$2.16 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 73 in profit
Keeps 177 of every $100 in revenue as profit
Revenue surging 53.9% year-over-year
Earnings expanding 11785.0% YoY
Areas to Watch
Moderate valuation
Weak financial health signals
Trading at 24.1x book value
Smaller company, higher risk/reward
Operating margin of 4.4%
Weak financial health signals
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 63.0% and operating margin at 65.6%. Revenue growth of 85.2% demonstrates continued momentum.
Bull Case : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 176.7% and operating margin at 4.4%. Revenue growth of 53.9% demonstrates continued momentum.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Bear Case : XNET
The primary concerns for XNET are Market Cap, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
NVDA carries more volatility with a beta of 2.20 — expect wider price swings.
NVDA is growing revenue faster at 85.2% — sustainability is the question.
NVDA generates stronger free cash flow (48.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (80/100 vs 75/100), backed by strong 63.0% margins and 85.2% revenue growth. XNET offers better value entry with a 25.4% margin of safety. 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 →Xunlei Ltd Adr
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China
Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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