NVDA
NVIDIA Corporation
NVDA has the edge over SWKS overall, supported by stronger valuation and stronger modeled upside.
SWKS
Skyworks Solutions, Inc.
SWKS 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.
SWKS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
SWKS's balance sheet is currently strong, and its revenue, profitability and cash flow are 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 has the edge over SWKS in the historical PE scenario, which offers more potential upside but is not a forecast.
SWKS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $17.25 | -81% |
| Forward | 16x | $90.03 | — |
| Fair | 21x | $23.51 | -74% |
| Expensive | 30x | $33.78 | -62% |
| Current | 79x | $90.03 | — |
Historical ranges are pointers, not guarantees.
SWKS's PE is in its expensive range at 79x. If earnings grow as analysts expect, today's price would be 16x next year's earnings, in its cheap range.
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.
SWKS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
Analysts expect strong earnings and revenue growth for SWKS, but weaker profitability. However, they disagree widely on these estimates.
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 SWKS on earnings, with more consistent year-over-year improvement.
SWKS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.73 | +402% |
| Q3 2026 | $1.14 | -63% |
| Q2 2026 | $1.94 | -22% |
| Q1 2026 | $2.42 | -4.7% |
| Q4 2025 | $2.61 | -20% |
| Q3 2025 | $3.08 | -17% |
| Q2 2025 | $2.49 | -49% |
| Q1 2025 | $2.54 | -52% |
| Q4 2024 | $3.25 | -42% |
SWKS's earnings per share have fallen from their peak: $1.14 over the past year, against $8.97 in late 2021.
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 SWKS 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 SWKS on profitability, with a higher operating margin.
SWKS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | -5% |
| Q2 2026 | $934.8M | -3.1% |
| Q1 2026 | $943.7M | -1% |
| Q4 2025 | $1B | -3.1% |
| Q3 2025 | $1.1B | +7.3% |
| Q2 2025 | $965M | +6.6% |
| Q1 2025 | $953.2M | -8.9% |
| Q4 2024 | $1.1B | -11% |
SWKS's revenue fell from its 2021 peak and has held roughly level since: $1B last quarter, down 5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.1% | -8 points |
| Q2 2026 | 5.2% | -6.3 points |
| Q1 2026 | 4.5% | -5.8 points |
| Q4 2025 | 10% | -6.9 points |
| Q3 2025 | 10% | +4.3 points |
| Q2 2025 | 11% | -2.9 points |
| Q1 2025 | 10% | -7.9 points |
| Q4 2024 | 17% | -4.6 points |
SWKS's operating margin was 2.1% last quarter, down 8 points from the same quarter a year ago, near the bottom of its range since 2019.
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 SWKS on cash flow, with more consistent year-over-year improvement.
SWKS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$60.9M | -142% |
| Q2 2026 | -$16.7M | -107% |
| Q1 2026 | -$32.1M | -109% |
| Q4 2025 | $339M | +0.2% |
| Q3 2025 | $144M | -63% |
| Q2 2025 | $252.7M | +1.5% |
| Q1 2025 | $370.9M | +36% |
| Q4 2024 | $338.2M | -55% |
SWKS usually generates cash, though not every quarter: the latest was −$61M, but it generated $229M over the past year.
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 SWKS 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.
SWKS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +800K shares |
| 1 year | +0.7% | +1.1M shares |
| 3 years | -5.4% | -8.6M shares |
| 5 years | -9.3% | -15.6M shares |
| Available history | -12% | -20.2M shares |
SWKS has 151M diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $107M |
| Q2 2026 | — |
| Q3 2025 | — |
| Q2 2025 | $330.2M |
| Q3 2024 | — |
| Q2 2024 | $77.3M |
| Q1 2024 | — |
| Q4 2023 | — |
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.
SWKS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.2x | Net Cash |
| Q3 2025 | -0.7x | Net Cash |
| Q2 2025 | -0.8x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.6x | Net Cash |
SWKS has the edge over NVDA on leverage, with a lower net debt burden relative to earnings.
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).
SWKS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.2 | Neutral |
| Stochastic | 80.8 | Overbought |
SWKS's weekly RSI is 62 (neutral) and its Stochastic is 81 (overbought).
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 SWKS on valuation relative to its sector.
SWKS PE vs Technology Sector
| Metric | SWKS | Sector median | Relative |
|---|---|---|---|
| PE | 79x | 28x | 183% above |
| PE % | 100 | 35 | 65 pts above |
SWKS is trading at 79x earnings, a 183% premium to the Technology sector's median of 28x.
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.
SWKS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $84.2 | 6.9% above |
| 20 week MA | $75.1 | 20% above |
| 50 week MA | $68.3 | 32% above |
| 100 week MA | $70.6 | 28% above |
| 200 week MA | $86.8 | 3.7% above |
SWKS has the edge over NVDA on trend strength, trading above more of its moving averages.
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.
SWKS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $122.3 | $151.2 | +24% |
| 2021 | $151.2 | $153.4 | +1.5% |
| 2022 | $153.4 | $88.9 | -42% |
| 2023 | $88.9 | $112.4 | +27% |
| 2024 | $112.4 | $90.2 | -20% |
| 2025 | $90.2 | $64.2 | -29% |
| 2026 YTD | $64.2 | $90.0 | +40% |
SWKS has the edge over NVDA on returns for 2026, with the stronger performance.