IDCC
InterDigital, Inc.
IDCC's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over IDCC overall, supported by stronger valuation and stronger fundamentals.
IDCC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
IDCC's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
IDCC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $137 | -54% |
| Fair | 25x | $221 | -25% |
| Current | 33x | $295 | — |
| Forward | 45x | $295 | — |
| Expensive | 65x | $579 | +96% |
Historical ranges are pointers, not guarantees.
IDCC's PE is in its fair range at 33x. On analysts' estimates for next year's earnings, today's price would be 45x, in its expensive 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 IDCC in the historical PE scenario, which offers more potential upside but is not a forecast.
IDCC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect IDCC's earnings to grow and its profitability to improve, with its revenue holding steady.
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.
IDCC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.58 | -26% |
| Q3 2026 | $8.95 | -40% |
| Q2 2026 | $8.54 | -39% |
| Q1 2026 | $10.49 | -17% |
| Q4 2025 | $11.80 | -2.2% |
| Q3 2025 | $14.85 | +57% |
| Q2 2025 | $14.06 | +40% |
| Q1 2025 | $12.64 | +83% |
| Q4 2024 | $12.07 | +58% |
IDCC's earnings per share have fallen from their peak: $8.95 over the past year, against $14.85 in late 2025.
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 IDCC on earnings, with more consistent year-over-year improvement.
IDCC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $193.4M | +17% |
| Q2 2026 | $260.2M | -13% |
| Q1 2026 | $205.4M | -2.4% |
| Q4 2025 | $158.2M | -37% |
| Q3 2025 | $164.7M | +28% |
| Q2 2025 | $300.6M | +34% |
| Q1 2025 | $210.5M | -20% |
| Q4 2024 | $252.8M | +140% |
IDCC's revenue is recovering but still below its 2025 peak: $193M last quarter, up 17% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 51% | +5.3 points |
| Q2 2026 | 54% | -15 points |
| Q1 2026 | 40% | -23 points |
| Q4 2025 | 30% | -34 points |
| Q3 2025 | 46% | +16 points |
| Q2 2025 | 68% | +8.4 points |
| Q1 2025 | 63% | +23 points |
| Q4 2024 | 64% | +40 points |
IDCC's operating margin was 51% last quarter, up 5.3 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 IDCC 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 IDCC on profitability, with a higher operating margin.
IDCC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $149.4M | -62% |
| Q2 2026 | $80.9M | -23% |
| Q1 2026 | $15.2M | +$49.7M |
| Q4 2025 | $63.2M | -66% |
| Q3 2025 | $395.3M | +415% |
| Q2 2025 | $104.5M | +$154M |
| Q1 2025 | -$34.5M | -169% |
| Q4 2024 | $188.1M | +$212.8M |
IDCC still generates free cash flow, though less than at its 2025 peak: $309M over the past year.
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 IDCC on cash flow, with more consistent year-over-year improvement.
IDCC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -46K shares |
| 1 year | +1.4% | +489K shares |
| 3 years | +24% | +6.6M shares |
| 5 years | +9.7% | +3M shares |
| Available history | +7.6% | +2.4M shares |
IDCC has 34M diluted shares, up 1.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $18.7M |
| Q2 2026 | $23M |
| Q1 2026 | $8.2M |
| Q4 2025 | $35.7M |
| Q3 2025 | $35.3M |
| Q2 2025 | $26.2M |
| Q1 2025 | $5.2M |
| Q4 2024 | — |
IDCC spent $86M buying back its own shares over the past year, up 28% from the year before.
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 IDCC 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.
IDCC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.7x | Net Cash |
| Q2 2026 | -0.5x | Net Cash |
| Q1 2026 | -0.5x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
IDCC has the edge over NVDA on leverage, with a lower net debt burden relative to earnings.
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's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
IDCC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.8 | Neutral |
| Stochastic | 27.0 | Neutral |
IDCC's weekly RSI is 45 (neutral) and its Stochastic is 27 (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).
IDCC PE vs Technology Sector
| Metric | IDCC | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 28x | 18% above |
| PE % | 64 | 35 | 29 pts above |
IDCC is trading at 33x earnings, a 18% premium 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 IDCC on valuation relative to its sector.
IDCC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $317.4 | 6.9% below |
| 20 week MA | $314.3 | 6% below |
| 50 week MA | $318.9 | 7.4% below |
| 100 week MA | $284.1 | 4% above |
| 200 week MA | $195.1 | 51% above |
IDCC 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.
IDCC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $55.0 | $61.2 | +11% |
| 2021 | $61.2 | $72.6 | +19% |
| 2022 | $72.6 | $49.7 | -32% |
| 2023 | $49.7 | $108.5 | +118% |
| 2024 | $108.5 | $194.9 | +80% |
| 2025 | $194.9 | $330.7 | +70% |
| 2026 YTD | $330.7 | $295.4 | -11% |
IDCC 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.