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

NVDANvidia Corp

Mkt capRevenueRevenue

SMTCSemtech Corp

Mkt capRevenueRevenue

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NVDANvidia Corp

SMTCSemtech Corp

Price

Mkt cap

Revenue

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

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Co-movers

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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Co-movers

daily closes · 499dMethod ›

Moved together

NVDAwithSMTC

×0.89co-movement · SMTC on NVDA · 499d

r 0.49scale to r 0.75

Shared co-movers3with NVDAwith SMTC

COHRCoherent Corp.r 0.58r 0.66

MPWRMonolithic Power Systems, Inc.r 0.57r 0.57

ETNEaton Corp plcr 0.60r 0.56

NVDA, solidSMTC, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

NVDANvidia Corp

186.71▲+2.82%· post 188.72

Mkt cap$4.4TRevenue$96.2BQ2 FY27Revenue$216BFY26

SMTCSemtech Corp

103.02▲+12.54%· post 103.00

ClosedNov 6 '26

Mkt cap$8.5BRevenue$342MQ2 FY27Revenue$1.0BFY26

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ClosedNov 6 '26

NVDANvidia Corp

SMTCSemtech Corp

186.71▲+2.82%post 188.72

Price

103.02▲+12.54%post 103.00

$4.4T

Mkt cap

$8.5B

Q2 FY27$96.2B

Revenue

$342MQ2 FY27

FY26$216B

Revenue

$1.0BFY26

NVDA186.71▲+2.82%vsSMTC103.02▲+12.54%ClosedNov 6 '26