BAND
Bandwidth Inc.
BAND's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over BAND overall, supported by lower modeled downside and stronger valuation.
BAND Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Stable |
BAND's revenue and cash flow are currently healthy, and its profitability and balance sheet are stable.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
BAND PE Valuation
BAND has no meaningful PE right now: it lost money over the past year.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA's PE is in its cheap range at 21x. If earnings grow as analysts expect, today's price would be 12x next year's earnings.
BAND Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
BAND has the edge over NVDA on the outlook, with more favorable profitability expectations.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for NVDA, but weaker profitability.
BAND Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.05 | — |
| Q3 2026 | -$0.12 | +$0.27 |
| Q2 2026 | -$0.29 | +$0.05 |
| Q1 2026 | -$0.38 | -$0.03 |
| Q4 2025 | -$0.43 | +$0.14 |
| Q3 2025 | -$0.39 | +$0.55 |
| Q2 2025 | -$0.34 | +$0.81 |
| Q1 2025 | -$0.35 | +$0.78 |
| Q4 2024 | -$0.57 | +$0.49 |
BAND is still losing money, but far less than before: $0.12 per share over the past year, against $2.00 at its worst in early 2021.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA has the edge over BAND on earnings quality, reporting a profit while its opponent remains loss making.
BAND Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $234M | +22% |
| Q2 2026 | $219.9M | +22% |
| Q1 2026 | $208.8M | +20% |
| Q4 2025 | $207.7M | -1.1% |
| Q3 2025 | $191.9M | -1% |
| Q2 2025 | $180M | +3.7% |
| Q1 2025 | $174.2M | +1.9% |
| Q4 2024 | $210M | +27% |
BAND's revenue is growing: $234M last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 0.8% | +1.8 points |
| Q2 2026 | -2.1% | 0 points |
| Q1 2026 | -2.2% | +0.5 points |
| Q4 2025 | -1.9% | -0.6 points |
| Q3 2025 | -1.1% | -0.6 points |
| Q2 2025 | -2.1% | +1.4 points |
| Q1 2025 | -2.7% | +3.4 points |
| Q4 2024 | -1.3% | +4.8 points |
BAND's operating margin was 0.8% last quarter, up 1.8 points from the same quarter a year ago.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over BAND on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA has the edge over BAND on profitability, with a higher operating margin.
BAND Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $35M | +119% |
| Q2 2026 | $26.1M | -7.1% |
| Q1 2026 | $1.7M | +$12.1M |
| Q4 2025 | $33.5M | +1.1% |
| Q3 2025 | $16M | -5.8% |
| Q2 2025 | $28.2M | +37% |
| Q1 2025 | -$10.5M | -$9.6M |
| Q4 2024 | $33.2M | +117% |
BAND generated $96M in free cash flow over the past year, up 44% from the year before.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA has the edge over BAND on cash flow, with more consistent year-over-year improvement.
BAND Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +20% | +6.6M shares |
| 1 year | +33% | +9.9M shares |
| 3 years | +57% | +14.5M shares |
| 5 years | +60% | +15M shares |
| Available history | +68% | +16.2M shares |
BAND has 40M diluted shares, up 33% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10M |
| Q2 2026 | $15M |
| Q1 2026 | $5M |
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has the edge over BAND on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% from the year before.
BAND Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.5x | Moderate |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 2.3x | Moderate |
| Q4 2025 | 3.7x | Elevated |
| Q3 2025 | 4.5x | High |
| Q2 2025 | 4.9x | High |
| Q1 2025 | 6.0x | High |
| Q4 2024 | 6.8x | High |
BAND's net debt is about 2.5 years of its operating earnings (EBITDA), down from 4.5 years a year ago.
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA has the edge over BAND on leverage, with a lower net debt burden relative to earnings.
BAND Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.2 | Neutral |
| Stochastic | 26.1 | Neutral |
BAND's weekly RSI is 49 (neutral) and its Stochastic is 26 (neutral).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
BAND PE vs Technology Sector
| Metric | BAND | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
BAND has no meaningful PE right now: it lost money over the past year.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA is trading at 21x earnings, a 25% discount to the Technology sector's median of 28x.
BAND Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $50.0 | 7.5% below |
| 20 week MA | $53.0 | 13% below |
| 50 week MA | $38.3 | 21% above |
| 100 week MA | $26.7 | 73% above |
| 200 week MA | $21.3 | 117% above |
BAND has the edge over NVDA on trend strength, trading above more of its moving averages.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA has fallen below most of its moving averages, though it's still 34% above its 200-week average.
BAND Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $65.3 | $174.1 | +167% |
| 2021 | $174.1 | $72.9 | -58% |
| 2022 | $72.9 | $23.7 | -68% |
| 2023 | $23.7 | $14.5 | -39% |
| 2024 | $14.5 | $17.3 | +20% |
| 2025 | $17.3 | $15.2 | -12% |
| 2026 YTD | $15.2 | $46.3 | +205% |
BAND has the edge over NVDA on returns for 2026, with the stronger performance.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA's yearly returns have swung widely, from +226% in 2023 to −49% in 2022. It's down 13% so far in 2026.