NVDA compared with ENPH: revenue, margins and what each company keeps, and the suppliers and customers both name

NVDANvidia Corp

Mkt capRevenueRevenue

ENPHEnphase Energy, Inc.

Mkt capRevenueRevenue

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NVDANvidia Corp

ENPHEnphase Energy, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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NVDANvidia Corp

181.77▼−9.17%· post 183.88

Mkt cap$4.8TRevenue$96.2BQ2 FY27Revenue$216BFY26

ENPHEnphase Energy, Inc.

28.89▼−8.42%· post 29.10

ClosedNov 5 '26

Mkt cap$3.8BRevenue$293MQ3 FY26Revenue$1.5BFY25

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ClosedNov 5 '26

NVDANvidia Corp

ENPHEnphase Energy, Inc.

181.77▼−9.17%post 183.88

Price

28.89▼−8.42%post 29.10

$4.8T

Mkt cap

$3.8B

Q2 FY27$96.2B

Revenue

$293MQ3 FY26

FY26$216B

Revenue

$1.5BFY25

NVDA181.77▼−9.17%vsENPH28.89▼−8.42%ClosedNov 5 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

20 more · NVDA chain ›

Shared 0

No shared counterparties.

Only ENPH 6

—Undisclosed customerunlistedcustomer

FLEXFlex Ltd. and affiliates ("Flex")supplier

SUNESUNation Energycustomer

—DHL

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

unlistedsupplier

2 more · ENPH chain ›