NVIDIA Corporation (NVDA)vsZoom Video Communications Inc (ZM)
NVDA
NVIDIA Corporation
$190.01
-3.55%
TECHNOLOGY · Cap: $5.01T
ZM
Zoom Video Communications Inc
$92.41
+1.02%
TECHNOLOGY · Cap: $26.72B
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 5039% more annual revenue ($253.49B vs $4.93B). ZM leads profitability with a 42.0% profit margin vs 0.6%. NVDA appears more attractively valued with a PEG of 0.58. NVDA earns a higher WallStSmart Score of 80/100 (A-).
NVDA
Exceptional Buy80
out of 100
Grade: A-
ZM
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-65.1%
Fair Value
$119.30
Current Price
$190.01
$70.71 premium
Intrinsic value data unavailable for ZM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 82 in profit
Conservative balance sheet, low leverage
Generating 48.6B in free cash flow
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Keeps 42 of every $100 in revenue as profit
Earnings expanding 74.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
0.9% revenue growth
2.1% earnings growth
0.6% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Debt/Equity. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : ZM
The strongest argument for ZM centers on Profit Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 42.0% and operating margin at 25.1%.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Revenue Growth, EPS Growth. Thin 0.6% margins leave little buffer for downturns.
Bear Case : ZM
The primary concerns for ZM are PEG Ratio.
Key Dynamics to Monitor
NVDA profiles as a value stock while ZM is a mature play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.21 — expect wider price swings.
ZM is growing revenue faster at 5.5% — 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 70/100). Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Visit Website →Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?