| Stage | AMAT | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $9.1B | 100.00% | $96.2B | 100.00% | NVDA ×10.56 |
| Gross profit | $4.6B | 50.31% | $72.1B | 74.98% | NVDA +24.7pp |
| Operating income | $3.1B | 33.74% | $63.7B | 66.24% | NVDA +32.5pp |
| Pre-tax income | $2.9B | 31.89% | $71.5B | 74.32% | NVDA +42.4pp |
| Net income | $2.5B | 27.84% | $59.7B | 62.03% | NVDA +34.2pp |
| Stage | AMAT | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $9.1B100.00% | $96.2B100.00% | NVDA ×10.56 |
| Gross profit | 50.31%$4.6B | 74.98%$72.1B | NVDA +24.7pp |
| Operating income | 33.74%$3.1B | 66.24%$63.7B | NVDA +32.5pp |
| Pre-tax income | 31.89%$2.9B | 74.32%$71.5B | NVDA +42.4pp |
| Net income |
| 27.84%$2.5B |
| 62.03%$59.7B |
| NVDA +34.2pp |
No shared counterparties.