Free Trial

NVIDIA (NVDA) Competitors

NVIDIA logo
$137.71 +4.14 (+3.10%)
As of 01/17/2025 04:00 PM Eastern

NVDA vs. AVGO, TXN, MU, ADI, MRVL, INTC, MCHP, MPWR, FSLR, and SWKS

Should you be buying NVIDIA stock or one of its competitors? The main competitors of NVIDIA include Broadcom (AVGO), Texas Instruments (TXN), Micron Technology (MU), Analog Devices (ADI), Marvell Technology (MRVL), Intel (INTC), Microchip Technology (MCHP), Monolithic Power Systems (MPWR), First Solar (FSLR), and Skyworks Solutions (SWKS). These companies are all part of the "semiconductors" industry.

NVIDIA vs.

Broadcom (NASDAQ:AVGO) and NVIDIA (NASDAQ:NVDA) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, valuation, dividends, community ranking, earnings, risk and media sentiment.

NVIDIA has a net margin of 55.69% compared to Broadcom's net margin of 11.43%. NVIDIA's return on equity of 114.83% beat Broadcom's return on equity.

Company Net Margins Return on Equity Return on Assets
Broadcom11.43% 28.00% 11.16%
NVIDIA 55.69%114.83%76.61%

NVIDIA received 349 more outperform votes than Broadcom when rated by MarketBeat users. However, 82.86% of users gave Broadcom an outperform vote while only 69.66% of users gave NVIDIA an outperform vote.

CompanyUnderperformOutperform
BroadcomOutperform Votes
2500
82.86%
Underperform Votes
517
17.14%
NVIDIAOutperform Votes
2849
69.66%
Underperform Votes
1241
30.34%

NVIDIA has higher revenue and earnings than Broadcom. NVIDIA is trading at a lower price-to-earnings ratio than Broadcom, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Broadcom$51.57B21.58$5.90B$1.23193.67
NVIDIA$60.92B55.36$29.76B$2.5454.20

Broadcom has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500. Comparatively, NVIDIA has a beta of 1.64, indicating that its stock price is 64% more volatile than the S&P 500.

Broadcom pays an annual dividend of $2.36 per share and has a dividend yield of 1.0%. NVIDIA pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Broadcom pays out 192.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. NVIDIA pays out 1.6% of its earnings in the form of a dividend. Broadcom has increased its dividend for 15 consecutive years. Broadcom is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, NVIDIA had 149 more articles in the media than Broadcom. MarketBeat recorded 266 mentions for NVIDIA and 117 mentions for Broadcom. Broadcom's average media sentiment score of 1.23 beat NVIDIA's score of 0.99 indicating that Broadcom is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Broadcom
94 Very Positive mention(s)
7 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
NVIDIA
195 Very Positive mention(s)
15 Positive mention(s)
42 Neutral mention(s)
10 Negative mention(s)
1 Very Negative mention(s)
Positive

Broadcom currently has a consensus target price of $225.83, suggesting a potential downside of 4.89%. NVIDIA has a consensus target price of $164.63, suggesting a potential upside of 19.55%. Given NVIDIA's stronger consensus rating and higher probable upside, analysts clearly believe NVIDIA is more favorable than Broadcom.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Broadcom
0 Sell rating(s)
2 Hold rating(s)
24 Buy rating(s)
0 Strong Buy rating(s)
2.92
NVIDIA
0 Sell rating(s)
3 Hold rating(s)
39 Buy rating(s)
1 Strong Buy rating(s)
2.95

76.4% of Broadcom shares are owned by institutional investors. Comparatively, 65.3% of NVIDIA shares are owned by institutional investors. 2.0% of Broadcom shares are owned by insiders. Comparatively, 4.2% of NVIDIA shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

NVIDIA beats Broadcom on 16 of the 22 factors compared between the two stocks.

Get NVIDIA News Delivered to You Automatically

Sign up to receive the latest news and ratings for NVDA and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

NVDA vs. The Competition

MetricNVIDIASemiconductors & related devices IndustryComputer SectorNASDAQ Exchange
Market Cap$3.37T$64.68B$27.09B$9.15B
Dividend Yield0.03%2.14%2.78%4.03%
P/E Ratio54.2038.68235.8417.36
Price / Sales55.3628.333,724.6377.98
Price / Cash109.5425.2934.3235.97
Price / Book80.068.008.394.79
Net Income$29.76B$914.16M$669.90M$225.00M
7 Day Performance3.36%5.38%3.66%2.62%
1 Month Performance2.23%8.27%4.88%3.81%
1 Year Performance131.48%51.02%24.35%20.10%

NVIDIA Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NVDA
NVIDIA
4.9257 of 5 stars
$137.71
+3.1%
$164.63
+19.5%
+131.5%$3.37T$60.92B54.2029,600Analyst Forecast
Gap Up
AVGO
Broadcom
4.9131 of 5 stars
$237.44
+3.5%
$225.83
-4.9%
+96.0%$1.11T$51.57B193.6737,000Analyst Forecast
Positive News
Gap Up
TXN
Texas Instruments
4.5662 of 5 stars
$192.42
+2.7%
$210.45
+9.4%
+10.8%$175.53B$17.52B35.7734,000Upcoming Earnings
Dividend Announcement
Gap Up
MU
Micron Technology
4.95 of 5 stars
$105.75
+3.1%
$135.24
+27.9%
+20.8%$117.82B$25.11B30.4848,000News Coverage
ADI
Analog Devices
4.9604 of 5 stars
$219.16
+1.9%
$248.70
+13.5%
+12.5%$108.77B$9.43B66.6124,000Analyst Forecast
Positive News
Gap Up
MRVL
Marvell Technology
4.6267 of 5 stars
$124.76
+6.1%
$124.96
+0.2%
+75.5%$107.95B$5.38B-73.396,577Analyst Forecast
Insider Trade
INTC
Intel
4.6454 of 5 stars
$21.49
+9.3%
$29.88
+39.1%
-55.4%$92.69B$54.23B-5.78124,800Upcoming Earnings
Analyst Forecast
Options Volume
Gap Up
High Trading Volume
MCHP
Microchip Technology
4.9201 of 5 stars
$57.97
+3.2%
$85.00
+46.6%
-35.2%$31.13B$7.63B40.5422,300Gap Up
MPWR
Monolithic Power Systems
4.943 of 5 stars
$625.82
+4.9%
$828.67
+32.4%
-0.9%$30.53B$1.82B70.553,564
FSLR
First Solar
4.9631 of 5 stars
$192.88
+1.0%
$277.75
+44.0%
+32.2%$20.65B$3.32B16.616,700Analyst Revision
SWKS
Skyworks Solutions
4.4104 of 5 stars
$93.64
+2.4%
$101.12
+8.0%
-11.7%$14.97B$4.18B25.3110,100Analyst Forecast
News Coverage

Related Companies and Tools


This page (NASDAQ:NVDA) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners