WallStSmart

Himax Technologies Inc (HIMX)vsNVIDIA Corporation (NVDA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NVIDIA Corporation generates 30963% more annual revenue ($253.49B vs $816.05M). NVDA leads profitability with a 63.0% profit margin vs 3.9%. NVDA appears more attractively valued with a PEG of 0.63. NVDA earns a higher WallStSmart Score of 80/100 (A-).

HIMX

Avoid

34

out of 100

Grade: F

Growth: 2.0Profit: 4.5Value: 4.3Quality: 6.5
Piotroski: 4/9Altman Z: 2.08

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 HIMX.

NVDASignificantly Overvalued (-76.6%)

Margin of Safety

-76.6%

Fair Value

$119.30

Current Price

$205.10

$85.80 premium

UndervaluedFair: $119.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIMX0 strengths · Avg: 0/10

No standout strengths identified

NVDA6 strengths · Avg: 10.0/10
Market CapQuality
$5.15T10/10

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

HIMX4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.5%3/10

ROE of 3.5% — below average capital efficiency

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

P/E RatioValuation
93.2x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-7.5%2/10

Revenue declined 7.5%

NVDA3 concerns · Avg: 3.0/10
P/E RatioValuation
31.4x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
25.4x2/10

Trading at 25.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : HIMX

PEG of 1.49 suggests the stock is reasonably priced for its growth.

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 : HIMX

The primary concerns for HIMX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 93.2x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.

Bear Case : NVDA

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

Key Dynamics to Monitor

HIMX profiles as a value stock while NVDA is a growth play — different risk/reward profiles.

HIMX carries more volatility with a beta of 2.27 — 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 34/100), 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.

Himax Technologies Inc

TECHNOLOGY · SEMICONDUCTORS · USA

Himax Technologies, Inc., a factory-less semiconductor company, offers display imaging technologies in China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company is headquartered in Tainan City, Taiwan.

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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