| Stage | MSI | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.4B | 100.00% | $96.2B | 100.00% | NVDA ×28.50 |
| Gross profit | $1.8B | 52.37% | $72.1B | 74.98% | NVDA +22.6pp |
| Operating income | $777M | 23.02% | $63.7B | 66.24% | NVDA +43.2pp |
| Pre-tax income | $678M | 20.08% | $71.5B | 74.32% | NVDA +54.2pp |
| Net income | $514M | 15.23% | $59.7B | 62.03% | NVDA +46.8pp |
| Stage | MSI | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $3.4B100.00% | $96.2B100.00% | NVDA ×28.50 |
| Gross profit | 52.37%$1.8B | 74.98%$72.1B | NVDA +22.6pp |
| Operating income | 23.02%$777M | 66.24%$63.7B | NVDA +43.2pp |
| Pre-tax income | 20.08%$678M | 74.32%$71.5B | NVDA +54.2pp |
| Net income |
| 15.23%$514M |
| 62.03%$59.7B |
| NVDA +46.8pp |
No shared counterparties.