NVDA
NVIDIA Corporation
NVDA has the edge over PAYP overall, supported by stronger valuation and stronger modeled upside.
PAYP
PayPay Corporation
PAYP trails on the overall score without a compensating advantage in the available component scores.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
PAYP Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Stable |
PAYP's revenue, profitability and cash flow are currently strong, and its balance sheet is stable.
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.
PAYP PE Valuation
PAYP has no meaningful PE right now: it lost money over the past year.
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.
PAYP Forward outlook
There aren't enough analyst estimates for PAYP to show an outlook.
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's earnings per share have climbed steadily: $7.91 over the past year, up 125% from the year before, and higher year over year for 13 quarters in a row.
PAYP Earnings Per Share
PAYP and NVDA do not have enough comparable growth data to identify a winner.
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 PAYP 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 PAYP on profitability, with a higher operating margin.
PAYP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $658.8M | +28% |
| Q1 2026 | $652.3M | +35% |
| Q4 2025 | $605.8M | +23% |
| Q3 2025 | $563.9M | +30% |
PAYP's revenue has grown year over year every quarter since late 2025: $659M last quarter, up 28% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 28% | +10 points |
| Q1 2026 | 19% | +9.1 points |
| Q4 2025 | 26% | +8.3 points |
| Q3 2025 | 23% | +12 points |
| Q2 2025 | 18% | N/A |
| Q1 2025 | 9.5% | N/A |
| Q4 2024 | 18% | N/A |
| Q3 2024 | 11% | N/A |
PAYP's operating margin was 28% last quarter, up 10 points from the same quarter a year ago.
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 PAYP in the latest year-over-year cash flow comparison.
PAYP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$376.9M | -175% |
| Q1 2026 | -$619.7M | +$332.9M |
| Q4 2025 | $2.1B | +47% |
NVDA has the edge over PAYP in the latest year-over-year cash flow comparison.
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.
PAYP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4% | +26.2M shares |
| Quarter | Spent |
|---|---|
| Q2 2026 | $915,131 |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
PAYP has spent almost nothing on buybacks in the past year.
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 PAYP on leverage, with a lower net debt burden relative to earnings.
PAYP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.1x | Moderate |
| Q1 2026 | 1.9x | Healthy |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 1.5x | Healthy |
PAYP's net debt is about 2.1 years of its operating earnings (EBITDA), up from 1.5 years a year ago.
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).
PAYP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.4 | Neutral |
| Stochastic | 9.7 | Oversold |
PAYP's weekly RSI is 36 (neutral) and its Stochastic is 10 (oversold).
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.
PAYP PE vs Technology Sector
PAYP has no meaningful PE right now: it lost money over the past year.
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 stronger trend alignment. NVDA is above 1 of 5 weekly averages versus PAYP above 0 of 2.
PAYP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.1 | 6.2% below |
| 20 week MA | $15.6 | 9% below |
PAYP is in a downtrend: it's below all two of its weekly moving averages, and 9% below its 20-week average.
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 PAYP on returns for 2026, with the stronger performance.
PAYP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2026 YTD | $21.1 | $14.2 | -33% |
It's down 33% so far in 2026.