Professional
Added to YB: 2024-05-16
Pitch date: 2024-04-10
NVDA [bullish]
NVIDIA Corporation
+151.24%
current return
Author Info
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Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$5.4T
Pitch Price
$87.37
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.19
P/E
34.22
EV/Sales
21.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Patient Capital Management Opportunity Equity New Portfolio Holding: NVIDIA Corporation
NVDA: Dominant GPU leader (92% datacenter share) seeing insatiable AI demand. Revenue +126%, earnings +392%, FCF +610% YoY. Valuation actually down to 37x forward EPS vs 61x a year ago despite market cap +230% to $2.3T. CUDA software moat vs competitors. Well positioned for accelerated computing & AI adoption with leading tech, faster innovation cycles & strong cash gen.
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