NVDA
NVIDIA Corporation
NVDA has the edge over TUYA overall, supported by stronger valuation and stronger modeled upside.
TUYA
Tuya Inc.
TUYA 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.
TUYA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Healthy | |
| Strong |
TUYA's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
TUYA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 12x | $1.61 | — |
| Cheap | 18x | $2.46 | +53% |
| Fair | 28x | $3.86 | +140% |
| Expensive | 74x | $10.36 | +543% |
Historical ranges are pointers, not guarantees.
TUYA has the edge over NVDA in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
TUYA Forward outlook
There aren't enough analyst estimates for TUYA 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.
TUYA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $0.14 | +180% |
| Q1 2026 | $0.10 | +233% |
| Q4 2025 | $0.09 | +800% |
| Q3 2025 | $0.08 | +$0.11 |
| Q2 2025 | $0.05 | +$0.08 |
| Q1 2025 | $0.03 | +$0.11 |
| Q4 2024 | $0.01 | +$0.12 |
| Q3 2024 | -$0.03 | +$0.10 |
TUYA's earnings per share have climbed steadily: $0.14 over the past year, up 180% from the year before, and higher year over year for 15 quarters in a row. Its recent earnings include one-off gains.
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 TUYA 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 TUYA on profitability, with a higher operating margin.
TUYA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $173.8M | +117% |
| Q1 2026 | $81.1M | +8.6% |
| Q4 2025 | $84.9M | +3.4% |
| Q3 2025 | $82.6M | +1.2% |
| Q2 2025 | $80.1M | +9.3% |
| Q1 2025 | $74.7M | +21% |
| Q4 2024 | $82.1M | +27% |
| Q3 2024 | $81.6M | +34% |
TUYA's revenue has grown year over year for 12 quarters in a row: $174M last quarter, up 117% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 9.7% | +8.3 points |
| Q1 2026 | 5.2% | +7.1 points |
| Q4 2025 | 6.4% | +11 points |
| Q3 2025 | 0.7% | +22 points |
| Q2 2025 | 1.4% | +16 points |
| Q1 2025 | -1.9% | +25 points |
| Q4 2024 | -4.6% | +32 points |
| Q3 2024 | -21% | +9.3 points |
TUYA's operating margin was 9.7% last quarter, up 8.3 points from the same quarter a year ago, near the top 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 TUYA on cash flow, with more consistent year-over-year improvement.
TUYA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $6.2M | +$6.2M |
| Q1 2026 | $6.4M | +$6.4M |
| Q4 2025 | $16.4M | +$16.4M |
| Q3 2025 | $30M | +$30M |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | -100% |
| Q3 2024 | $0 | -100% |
TUYA generated $59M in free cash flow over the past year, against $0 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 TUYA 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.
TUYA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +1% | +5.8M shares |
| 3 years | +11% | +61.4M shares |
| 5 years | +9.9% | +55.4M shares |
| Available history | +11% | +60.6M shares |
TUYA has 616M diluted shares, up 1% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $24,000 |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
TUYA 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's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
TUYA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -9.4x | Net Cash |
| Q1 2026 | -13.0x | Net Cash |
| Q4 2025 | -13.6x | Net Cash |
TUYA 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).
TUYA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.2 | Neutral |
| Stochastic | 12.0 | Oversold |
TUYA's weekly RSI is 36 (neutral) and its Stochastic is 12 (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.
TUYA PE vs Technology Sector
| Metric | TUYA | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 28x | 58% below |
| PE % | 1 | 41 | 40 pts below |
TUYA has the edge over NVDA on valuation relative to its sector.
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 TUYA on trend strength, trading above more of its moving averages.
TUYA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.65 | 2.4% below |
| 20 week MA | $1.73 | 6.9% below |
| 50 week MA | $2.03 | 21% below |
| 100 week MA | $2.27 | 29% below |
| 200 week MA | $2.04 | 21% below |
TUYA is in a downtrend: it's below all five of its weekly moving averages, and 21% below its 200-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 TUYA on returns for 2026, with the stronger performance.
TUYA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $25.1 | $6.40 | -75% |
| 2022 | $6.40 | $1.79 | -72% |
| 2023 | $1.79 | $2.30 | +28% |
| 2024 | $2.30 | $1.78 | -23% |
| 2025 | $1.78 | $2.21 | +24% |
| 2026 YTD | $2.21 | $1.61 | -27% |
TUYA has finished lower in three of the last five years. It's down 27% so far in 2026.