| Stage | GOOG | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $128B | 100.00% | $96.2B | 100.00% | GOOG ×1.33 |
| Gross profit | $76.2B | 59.70% | $72.1B | 74.98% | NVDA +15.3pp |
| Operating income | $40.6B | 31.81% | $63.7B | 66.24% | NVDA +34.4pp |
| Pre-tax income | $32.4B | 25.36% | $71.5B | 74.32% | NVDA +49.0pp |
| Net income | $26.5B | 20.75% | $59.7B | 62.03% | NVDA +41.3pp |
| Stage | GOOG | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $128B100.00% | $96.2B100.00% | GOOG ×1.33 |
| Gross profit | 59.70%$76.2B | 74.98%$72.1B | NVDA +15.3pp |
| Operating income | 31.81%$40.6B | 66.24%$63.7B | NVDA +34.4pp |
| Pre-tax income | 25.36%$32.4B | 74.32%$71.5B | NVDA +49.0pp |
| Net income | 20.75%$26.5B | 62.03%$59.7B | NVDA +41.3pp |
None
No disclosed counterparties: GOOG.