BDC
Belden Inc.
BDC trails on the overall score without a compensating advantage in the available component scores.
NVDA
NVIDIA Corporation
NVDA has the edge over BDC overall, supported by stronger valuation and stronger modeled upside.
BDC Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Weak |
BDC's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is weak.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
BDC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 11x | $102 | — |
| Cheap | 15x | $65.72 | -36% |
| Fair | 21x | $94.82 | -7.2% |
| Current | 23x | $102 | — |
| Expensive | 28x | $123 | +21% |
Historical ranges are pointers, not guarantees.
BDC's PE is in its fair range at 23x. If earnings grow as analysts expect, today's price would be 11x next year's earnings, in its cheap range.
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 has the edge over BDC in the historical PE scenario, which offers more potential upside but is not a forecast.
BDC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for BDC, but weaker profitability.
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.
BDC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.58 | +115% |
| Q3 2026 | $4.45 | -21% |
| Q2 2026 | $6.15 | +12% |
| Q1 2026 | $5.94 | +15% |
| Q4 2025 | $5.91 | +23% |
| Q3 2025 | $5.62 | +31% |
| Q2 2025 | $5.51 | +17% |
| Q1 2025 | $5.17 | +1.2% |
| Q4 2024 | $4.80 | -15% |
BDC's earnings per share have fallen from their peak: $4.45 over the past year, against $6.67 in mid-2023.
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 BDC on earnings, with more consistent year-over-year improvement.
BDC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $966M | +38% |
| Q2 2026 | $750.2M | +12% |
| Q1 2026 | $696.4M | +11% |
| Q4 2025 | $720.1M | +8.1% |
| Q3 2025 | $698.2M | +6.6% |
| Q2 2025 | $672M | +11% |
| Q1 2025 | $624.9M | +17% |
| Q4 2024 | $666M | +21% |
BDC's revenue has grown year over year for nine quarters in a row: $966M last quarter, up 38% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.7% | -9.2 points |
| Q2 2026 | 13% | +1.4 points |
| Q1 2026 | 11% | -0.4 points |
| Q4 2025 | 12% | +1.8 points |
| Q3 2025 | 11% | -0.6 points |
| Q2 2025 | 12% | +0.4 points |
| Q1 2025 | 12% | +1.7 points |
| Q4 2024 | 10% | +2.4 points |
BDC's operating margin was 1.7% last quarter, down 9.2 points from the same quarter a year ago, near the bottom of its range since 2019.
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 BDC on sales, with stronger typical year-over-year growth.
| 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 BDC on profitability, with a higher operating margin.
BDC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $81.8M | +25% |
| Q2 2026 | $88.6M | +56% |
| Q1 2026 | -$63.1M | -$38.3M |
| Q4 2025 | $121.3M | +4.2% |
| Q3 2025 | $65.3M | -2.7% |
| Q2 2025 | $56.9M | -6.7% |
| Q1 2025 | -$24.8M | -$3.2M |
| Q4 2024 | $116.4M | +11% |
BDC generated $229M in free cash flow over the past year, up 6.9% 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 BDC on cash flow, with more consistent year-over-year improvement.
BDC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -203K shares |
| 1 year | -2.6% | -1.1M shares |
| 3 years | -8.3% | -3.5M shares |
| 5 years | -14% | -6.3M shares |
| Available history | -7.9% | -3.3M shares |
BDC has the edge over NVDA on shareholder dilution, with a more favorable share count trend.
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 24.3B diluted shares, down 1% from a year ago, with $55.3B in buybacks over the past year.
| 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.
BDC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.8x | High |
| Q2 2026 | 1.9x | Healthy |
| Q1 2026 | 2.2x | Moderate |
| Q4 2025 | 2.0x | Moderate |
| Q3 2025 | 2.3x | Moderate |
| Q2 2025 | 2.3x | Moderate |
| Q1 2025 | 2.3x | Moderate |
| Q4 2024 | 2.0x | Healthy |
BDC's net debt is about 5.8 years of its operating earnings (EBITDA), up from 2.3 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 BDC on leverage, with a lower net debt burden relative to earnings.
BDC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.5 | Neutral |
| Stochastic | 15.0 | Oversold |
BDC's weekly RSI is 43 (neutral) and its Stochastic is 15 (oversold).
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).
BDC PE vs Technology Sector
| Metric | BDC | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 28x | 18% below |
| PE % | 61 | 35 | 26 pts above |
BDC is trading at 23x earnings, a 18% discount to the Technology sector's median of 28x.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA has the edge over BDC on valuation relative to its sector.
BDC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $105.9 | 3.4% below |
| 20 week MA | $113.0 | 9.5% below |
| 50 week MA | $117.6 | 13% below |
| 100 week MA | $115.8 | 12% below |
| 200 week MA | $103.4 | 1.1% below |
BDC is in a downtrend: it's below all five of its weekly moving averages, and 1.1% below its 200-week average.
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 the edge over BDC on trend strength, trading above more of its moving averages.
BDC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $55.5 | $41.6 | -25% |
| 2021 | $41.6 | $63.7 | +53% |
| 2022 | $63.7 | $73.2 | +15% |
| 2023 | $73.2 | $77.3 | +5.5% |
| 2024 | $77.3 | $113.5 | +47% |
| 2025 | $113.5 | $118.4 | +4.3% |
| 2026 YTD | $118.4 | $102.2 | -14% |
BDC has finished higher in five of the last six years. It's down 14% so far in 2026.
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 has the edge over BDC on returns for 2026, with the stronger performance.