NVIDIANVDA
NVDA logo
Fair Value
US$171.77
Share price03 Sep
US$203.5318.5% overvalued intrinsic discount
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1Y19.23%
7D3.35%

NVDA FY 25 Result

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Published
12 Mar 24
Updated
03 Sep 25
Views
501
Invested

Last Update 03 Sep 25

2 viewsusers have viewed this narrative update

When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption.

  • its revenue grew by 23% compared to the fourth quarter and 427% from a year ago
  • it is fueled by strong and accelerating demand for generative AI training and inference
  • Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets

Moreover, the company decided to announce a series of rewards for investors

  • 10 for 1 forward stock split
  • result in a proportionate increase in the number of shares of authorised common stock
  • increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock

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Disclaimer

The user iStock has a position in NasdaqGS:NVDA. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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Fair Value vs Share Price

US$171.77
vs US$203.5318.5% overvalued intrinsic discount
PastFuture0179b2014201720202023202420262029Revenue US$179.0bEarnings US$87.5b
24.1%
Revenue growth
48.8%
Profit margin

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Company analysis

Exceptional growth potential with flawless balance sheet.

Market capUS$4.9t
PB25.2x
Estimated Growth24.9%
Dividend Yield0.5%
Full analysis

CEO & management

Jen-Hsun Huang
CEO
17.0yrs
CEO Tenure

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.