This leads to better public recognition, probably higher prices and margins and after all higher revenue in graphics segment.Īlso AMD is switching to 5nm next year when intel just try to improve its 10nm process. There are some very promising leaks and the chiplet designs makes it possible to cut the time to market so AMD could probably be 3-6 monts ahead of Nvidia with even better products in the next GPU cycle. The upcoming RDNA3 chiplet graphics cards are said to be very, very fast and even much faster what NVidia can offer. We saw huge impact in the CPU marked with AMDs chiplet technology and following AMDs roadmap its the plan to do the same thing in the GPU market. My personal opinion is that most analysts and investors aren't that into electronics and tech and dont see the upcoming potential of AMD. That and all the intangibles others are mentioning, and AMD's recent pull back, attribute to the difference. Next, comparatively, if we ignore the losses and credits AMD took to boost their net income, NVDA is actually coming close to that 4x difference we are seeing in valuation.
A company can have an insane amount of revenue, but if they are inefficient or have too many operating expenses, they could potentially have little to no revenue. So what can we conclude on this? Don't just look at revenue.
If we look, this is due to AMD having carryover losses and Tax carry forwards that reduced AMD's tax burden and net them returns instead of paying taxes hence why they have more net income than they earned). NVDA: $4.3B / AMD:$ 2.5B (Woah we dropped down to 1.72x. This shows AMD has lower margins, and higher comparative expenses). NVDA: $4.4B / AMD: $1.3B (Now we are all the way up to 3.4x, so getting close to 4x. NVDA: $10.3B / AMD: 4.3B (Interesting, it appears NVDA has better margins so now we are close to 2.5x) NVDA: $16.7B / AMD: $9.7B (hrmmm this seems closer than 4x like you mention, more like 1.7x) Over the last fiscal year, here are some key stats: From a financial perspective, let's take a look at the 10K's of each company (since this is the last filing of NVDA). Other can answer with the more intangible items.
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