Added to YB: 2026-04-15
Pitch date: 2026-04-11
NVDA [neutral]
NVIDIA Corporation
+6.62%
current return
Author Info
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.8T
Pitch Price
$186.03
Price Target
N/A
Dividend
0.02%
EV/EBITDA
35.76
P/E
40.59
EV/Sales
22.14
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVDA: Unit Economics
NVDA (deep dive): NVL72 rack-scale systems generate $40-130M annual revenue vs $3M upfront cost (payback <30 days even in bear case). GB200 delivers 28x more revenue per watt vs H100, monetizing power-constrained datacenter capacity. Economic operating margin ~70-73% ex-SBC vs 60.4% GAAP. Bull: FY29 $560B rev, 77-80% margins, $298B FCF → $5.96T mkt cap. Bear: $330B rev, 55% op margin, $110B FCF → $1.65T. Key risks: token price deflation, AMD/ASIC share gains, architecture delays.
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