WallStSmart

Arteris Inc (AIP)vsNVIDIA Corporation (NVDA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NVIDIA Corporation generates 329182% more annual revenue ($253.49B vs $76.98M). NVDA leads profitability with a 63.0% profit margin vs -44.9%. NVDA earns a higher WallStSmart Score of 80/100 (A-).

AIP

Avoid

27

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 3.0
Piotroski: 5/9Altman Z: -2.33

NVDA

Exceptional Buy

80

out of 100

Grade: A-

Growth: 10.0Profit: 10.0Value: 4.7Quality: 8.5
Piotroski: 3/9Altman Z: 6.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AIP.

NVDASignificantly Overvalued (-71.9%)

Margin of Safety

-71.9%

Fair Value

$119.30

Current Price

$205.10

$85.80 premium

UndervaluedFair: $119.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIP1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
38.7%10/10

Revenue surging 38.7% year-over-year

NVDA6 strengths · Avg: 10.0/10
Market CapQuality
$5.40T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
81.7%10/10

Every $100 of equity generates 82 in profit

Profit MarginProfitability
63.0%10/10

Keeps 63 of every $100 in revenue as profit

Operating MarginProfitability
65.6%10/10

Strong operational efficiency at 65.6%

Revenue GrowthGrowth
85.2%10/10

Revenue surging 85.2% year-over-year

EPS GrowthGrowth
214.5%10/10

Earnings expanding 214.5% YoY

Areas to Watch

AIP4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.72B3/10

Smaller company, higher risk/reward

Price/BookValuation
571.3x2/10

Trading at 571.3x book value

Return on EquityProfitability
-1370.0%2/10

ROE of -1370.0% — below average capital efficiency

NVDA3 concerns · Avg: 3.0/10
P/E RatioValuation
34.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
31.7x2/10

Trading at 31.7x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : AIP

The strongest argument for AIP centers on Revenue Growth. Revenue growth of 38.7% demonstrates continued momentum.

Bull 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.

Bear Case : AIP

The primary concerns for AIP are EPS Growth, Market Cap, Price/Book. Debt-to-equity of 2.11 is elevated, increasing financial risk.

Bear Case : NVDA

The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.

Key Dynamics to Monitor

AIP profiles as a hypergrowth stock while NVDA is a growth play — different risk/reward profiles.

NVDA carries more volatility with a beta of 2.24 — 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.

Bottom Line

NVDA scores higher overall (80/100 vs 27/100), backed by strong 63.0% margins and 85.2% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Arteris Inc

TECHNOLOGY · SEMICONDUCTORS · USA

Arteris Inc. (AIP) is a leading innovator in the semiconductor industry, specializing in interconnect IP solutions that optimize communication efficiency within system-on-chip (SoC) architectures. With a strong focus on addressing the increasing complexity and performance requirements of next-generation chip designs, the company offers a comprehensive product portfolio tailored for a diverse set of clients in the rapidly evolving electronics market. Arteris fosters strategic partnerships that not only enhance its competitive edge but also unlock new growth avenues in an increasingly dynamic and demanding semiconductor landscape.

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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.

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