IMMR
Immersion Corporation
IMMR trails on the overall score without a compensating advantage in the available component scores.
NVDA
NVIDIA Corporation
NVDA has the edge over IMMR overall, supported by stronger valuation and stronger modeled upside.
IMMR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
IMMR's balance sheet is currently strong, and its revenue, profitability and cash flow are stable.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
IMMR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 2.8x | $0.95 | -86% |
| Fair | 7.4x | $2.51 | -64% |
| Expensive | 20x | $6.92 | -0.7% |
| Current | 21x | $6.97 | — |
Historical ranges are pointers, not guarantees.
IMMR's PE is in its expensive range at 21x.
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 IMMR in the historical PE scenario, which offers more potential upside but is not a forecast.
IMMR Forward outlook
There aren't enough analyst estimates for IMMR to show an outlook.
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.
IMMR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.34 | -51% |
| Q1 2024 | $1.38 | +35% |
| Q4 2023 | $1.04 | +13% |
| Q3 2023 | $1.13 | +214% |
| Q2 2023 | $1.28 | +412% |
| Q1 2023 | $1.02 | +117% |
| Q4 2022 | $0.92 | +136% |
| Q3 2022 | $0.36 | -43% |
IMMR's earnings per share have fallen from their peak: $0.34 over the past year, against $1.38 in early 2024.
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 IMMR on earnings, with more consistent year-over-year improvement.
IMMR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $294.4M | +0.8% |
| Q2 2026 | $270M | -5.2% |
| Q1 2026 | $518.5M | +9.2% |
| Q4 2025 | $650.2M | +5.5% |
| Q3 2025 | $292M | +194% |
| Q2 2025 | $284.9M | +522% |
| Q1 2025 | $474.8M | +4474% |
| Q4 2024 | $616.2M | +6399% |
IMMR's revenue has held roughly level: $294M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -6.8% | +2.2 points |
| Q2 2026 | 2.7% | +3.1 points |
| Q1 2026 | 1% | -4.6 points |
| Q4 2025 | 6.2% | -4.3 points |
| Q3 2025 | -9% | -35 points |
| Q2 2025 | -0.4% | -35 points |
| Q1 2025 | 5.5% | -32 points |
| Q4 2024 | 10% | -38 points |
IMMR's operating margin was −6.8% last quarter, up 2.2 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's revenue has grown year over year for 13 quarters in a row: $96.2B last quarter, up 106% from the same quarter a year ago.
| 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 IMMR on profitability, with a higher operating margin.
IMMR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$47.1M | +$18.3M |
| Q2 2026 | $79.4M | +69% |
| Q1 2026 | -$37.5M | +$8.8M |
| Q2 2025 | $47M | +49% |
| Q1 2025 | -$46.2M | -691% |
| Q2 2024 | $31.6M | +797% |
| Q1 2024 | $29.9M | +749% |
| Q4 2023 | $7.8M | -3% |
IMMR's free cash flow has turned positive again: $61M over the past year, against −$33M 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's free cash flow has been positive every quarter for six years: $127B over the past year, up 76% from the year before.
IMMR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +176K shares |
| 1 year | +2.1% | +688K shares |
| 3 years | +1.7% | +553K shares |
| 5 years | +6.6% | +2.1M shares |
| Available history | +4.4% | +1.4M shares |
IMMR has 33M diluted shares, up 2.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | $2.1M |
| Q3 2023 | $3.3M |
| Q2 2023 | $2.9M |
| Q1 2023 | — |
| Q4 2022 | $2M |
| Q3 2022 | $5.2M |
| Q2 2022 | $1.6M |
| Q1 2022 | $4.4M |
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 IMMR 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.
IMMR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.3x | Net Cash |
| Q2 2026 | -1.0x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -1.6x | Net Cash |
| Q1 2024 | -2.9x | Net Cash |
| Q4 2023 | -3.1x | Net Cash |
| Q3 2023 | -1.5x | Net Cash |
| Q2 2022 | -3.2x | Net Cash |
IMMR 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.
IMMR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.0 | Neutral |
| Stochastic | 26.0 | Neutral |
IMMR'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).
IMMR PE vs Technology Sector
| Metric | IMMR | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 26% below |
| PE % | 84 | 35 | 49 pts above |
IMMR has the edge over NVDA on valuation relative to its sector.
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.
IMMR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.14 | 2.4% below |
| 20 week MA | $7.20 | 3.2% below |
| 50 week MA | $6.70 | 4% above |
| 100 week MA | $7.11 | 2% below |
| 200 week MA | $7.51 | 7.2% below |
IMMR's trend is mixed: it's above one of its five weekly moving averages, and 7.2% 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 fallen below most of its moving averages, though it's still 34% above its 200-week average.
IMMR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $7.58 | $8.93 | +18% |
| 2021 | $8.93 | $6.10 | -32% |
| 2022 | $6.10 | $7.33 | +20% |
| 2023 | $7.33 | $7.06 | -3.7% |
| 2024 | $7.06 | $9.00 | +27% |
| 2025 | $9.00 | $6.85 | -24% |
| 2026 YTD | $6.85 | $6.97 | +1.8% |
IMMR 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.