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NVIDIA (NVDA) Value Investing Data

🇺🇸 USNVDA

As of 2026-06-18 · Last updated: 2026-07-07 · Source: SEC EDGAR (10-K, 10-Q), TradingView (price, financials), S&P Global Market Intelligence (consensus), macrotrends · stockanalysis (10-year series), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)

NVIDIA (NVDA) Financial Health Check
In short: A financially solid, high-quality company
Does it earn well?
Yes, very strongly
It earns very efficiently on invested capital and keeps a large slice of each sale as profit.
Metrics · ROE 114.3% · Operating Margin 64.0% · Net Margin 63.0%
Will the company survive?
Almost no debt — very safe
Very little debt to repay and plenty of cash on hand, so it is hard to shake.
Metrics · D/E ~7% · Current Ratio 3.44
Is the price expensive now?
On the expensive side
Even accounting for growth expectations, the price is set high.
Metrics · P/E 32.3 · P/B 32.6

World-class profitability (64% op margin, 114% ROE) with almost no debt (net cash). At 32x P/E and 33x P/B it looks pricey, but profit growth divides opinion.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: Company filings · TradingView · S&P Global (margins, debt, liquidity, P/B are TTM), as of 2026-06-18

Business Summary · Key Value Metrics
Makes GPUs, AI accelerators, data-center and autonomous-driving chips, anchored by the CUDA software ecosystem. FY2026 (ended Jan 2026) revenue was $215.9B with $130.4B operating income (60% margin). The data-center segment (AI accelerators) generates most of the revenue.
Current Price
$210.69
+2.95% +$6.04 · Close 2026-06-18
Analyst Consensus Target (external reference)
$298.93
Avg. of 62 external analysts · S&P Global Market Intelligence (62-analyst consensus)
P/E (TTM)
32.3x
TTM · lowest in peer group
PEG
0.6x
Fwd P/E ÷ growth (assumption-sensitive)
Operating Margin
64.0%
TTM · among world's best
ROE
114.3%
TTM
Revenue Growth
+70.7%
TTM YoY
Market Cap
$5.10T
As of 2026-06-18

Economic Moat · Key Business Segments

AI standard stacks like PyTorch and TensorFlow depend on the CUDA software ecosystem (since 2006), making switching costs very high. Full-stack vertical integration across GPU, NVLink, InfiniBand (Mellanox), CUDA, and DGX gives it a near-monopoly on data-center AI infrastructure, with an estimated 90%+ share of the AI-accelerator market (sources: company IR · industry estimates).

CUDA ecosystemBuilt since 2006. AI standard stacks (PyTorch, TensorFlow) depend on it → extremely high switching costs.
Full-stack vertical integrationOffers GPU, NVLink, InfiniBand, CUDA, and DGX as a bundle. Rivals can replace only parts of it.
Technology leadershipArchitectures like Blackwell → Rubin lead by 1-2 generations, securing pricing power.
Data-center dominanceEstimated 90%+ AI-accelerator share. Microsoft, Google, Amazon, and Meta are key customers.

10-Year Financial Trends

Revenue compounded at a 9-year CAGR of +46.6% (FY2017 $6.9B → FY2026 $215.9B), and operating income grew even faster at +59.7%. After a FY2023 trough (operating income $4.2B, 15.7% margin), data-center AI demand drove operating income to $33B in FY2024, $81B in FY2025, and $130B in FY2026, lifting operating margin into the 60s. The trailing P/E fell from 48x in FY2024 to 32x now as profits outgrew the price (sources: company IR · SEC · macrotrends · stockanalysis).

10-Year Growth

Revenue$216B · CAGR +46.6%
$216B$0.0B20172026
Operating Income$130B · CAGR +60.0%
$130B$0.0B20172026
EPS$4.90 · CAGR +60.3%
$4.90$0.0020172026

10-Year Valuation

P/E (year-end)38.3x · avg 45.1x
49.0x37.8x20242026
ROE101.5% · avg 55.9%
124.3%12.8%20172026
Operating Margin60.4% · avg 37.7%
64.7%13.4%20172026
📊 Annual Data Table (NVDA) — expand/collapse
YearRevenue (B$)Op. Income (B$)EPS ($)P/E (x)ROE (%)Op. Margin (%)
20176.91.90.0732.628
20189.73.20.134633
201911.73.80.1749.332.5
202010.92.80.112626.1
202116.74.50.1829.827.2
202226.9100.3944.837.3
2023274.20.1817.915.7
202460.9331.1948.591.554.1
2025130.581.52.9448.5119.262.4
2026215.9130.44.938.3101.560.4

Recent Quarterly Operating Income

Quarterly operating income YoY growth:

FY2023 -57.9%FY2024 +680.6%FY2025 +147.0%FY2026 +60.1%

9-Year CAGR: Revenue +46.6% · Operating Income +59.7% · Net Income +60.9% · EPS +60%

Sources: SEC EDGAR (10-K) · macrotrends · stockanalysis · company IR. On a fiscal-year (January) basis. EPS is diluted and adjusted for the 40:1 cumulative split (4:1 in 2021, 10:1 in 2024). ROE is on average equity (net income ÷ average equity); recent values differ from the TTM metric.

Mega-Cap Value Metric Comparison

Among the peer group (AMD, AVGO), NVDA has the lowest trailing P/E at 32.3, yet the highest operating margin (64.0%), ROE (114.3%), and revenue growth (+70.7%). AMD, at a 176x P/E, is early in an earnings recovery, while AVGO is a steadier grower with a dividend and ~44% margins (P/E, ROE, margins, growth all TTM · sources: TradingView · company IR).

Metric★ NVDAAMDAVGO
P/E (TTM)32.3176.468.5
ROE114.3%8.1%37.3%
Operating Margin64.0%11.7%44.1%
Revenue YoY Growth+70.7%+35.0%+32.3%

P/E, ROE, operating margin = TTM; revenue growth = TTM YoY · sources: TradingView · company IR, as of 2026-06-18.

Key Risk Factors (from 10-K)

AI capex-cycle dependence Demand is concentrated in the big four's combined data-center capex ($320B+/yr) — a spending slowdown would hit revenue directly.Source: Company 10-K · earnings calls
Geopolitics and China export controls Ongoing restrictions on advanced-chip exports to China (e.g., H20). China is about 17% of revenue.Source: Company 10-K Risk Factors
In-house custom chips Customers' own AI chips (Google TPU, MS Maia, Amazon Trainium) could erode share over the long term.Source: Industry · company 10-K
High valuation and volatility 32x P/E, 33x P/B, 20x P/S, and a beta of ~2.2 — a growth slowdown risks a valuation de-rating.Source: TradingView
✦ ValueCrab Dashboard PreviewNVDA $210.69 +2.95% · as of 2026-06-18
My portfolio · full stock comparison · live metrics in one viewView in ValueCrab Dashboard →

Value Investing FAQ (NVDA)

Q. What are NVIDIA's (NVDA) key value-investing metrics?P/E (TTM) 32.3, ROE 114.3%, operating margin 64.0%, net margin 63.0%, 9-year revenue CAGR +46.6%, and 9-year operating-income CAGR +59.7% (sources: company IR · SEC · TradingView, as of 2026-06-18).
Q. What is the analyst price-target consensus for NVIDIA?The average target across 62 analysts is $298.93. These are external consensus figures, not our own estimates, +41.9% above the current $210.69. Source: S&P Global Market Intelligence, 2026-06.
Q. Is it expensive on a PEG basis?A 32x TTM P/E is high in absolute terms, but earnings growth is so strong (TTM EPS +110% YoY) that the forward PEG works out to about 0.6 (sensitive to growth assumptions). Views on value versus growth differ, and we do not offer a definitive buy or sell opinion.
Q. Does NVIDIA carry much debt?No. With a debt-to-equity of ~0.07 and a current ratio of 3.4, it is effectively debt-free and in a net-cash position (source: company 10-K).
Q. Who are the main competitors?In GPUs, AMD; in customers' custom AI chips, Google (TPU), Microsoft (Maia), and Amazon (Trainium); in networking and custom silicon, Broadcom (AVGO).

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