No. of Recommendations: 6
Unfortunately, there aren't a lot of great comparisons for NVDA. Not a lot of companies that do what it does, growing nearly as fast, nearly as profitable, etc.

Intel has been discussed. Intel's market cap is around 175B. NVDA's is just over half that, around 95B.

But Intel's revenue in the March quarter was almost 15B. Net income was 3B. ~20% net margin

Nvidia's revenue was 2B, and Net Income was 500M. ~25% net margin

So it's half the price of Intel but has 1/8 of the revenue and 1/6 of the profits. I think it's safe to say NVDA is expensive. The question, of course, is how big can it get? How much longer can it keep growing at 20%, 30%, 40%? How many chips are there going to be?

Those are difficult questions, but I see companies around the same PS ratio as NVDA (which is around 12 or 13) that are growing much faster and where the runway ahead seems much clearer. Their names are Talend, Shopify, Mulesoft, Hortonworks...you get the picture.

Bear
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