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RMBS compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name
RMBS
Rambus Inc
Change
Mkt cap
Revenue
Revenue
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
RMBS
Rambus Inc
vs
NVDA
Nvidia Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Co-movers
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Co-movers
daily closes · 500d
Method
›
Moved together
RMBS
with
NVDA
×0.33
co-movement · NVDA on RMBS · 500d
r 0.53
scale to r 0.75
Shared co-movers
4
with RMBS
with NVDA
MPWR
Monolithic Power Systems, Inc.
r 0.66
r 0.57
KLAC
KLA Corp
r 0.68
r 0.56
AVGO
Broadcom Inc.
r 0.52
r 0.59
MU
Micron Technology Inc
r 0.61
r 0.51
RMBS, solid
NVDA, hatched
× = co-movement · β
r = correlation
Bar = r to r 0.75
Order: weaker of A and B
Source: daily closes
RMBS
Rambus Inc
Change
84.00
· pre 85.96
· delayed
Mkt cap
$9.0B
Revenue
$218M
Q3 FY26
Revenue
$708M
FY25
NVDA
Nvidia Corp
Change
202.10
· pre 205.25
· delayed
Pre-market
Nov 3 '26
delayed
Mkt cap
$4.9T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
vs
Compare
Pre-market
Nov 3 '26
delayed
RMBS
Rambus Inc
vs
NVDA
Nvidia Corp
84.00
pre 85.96
delayed
Price
202.10
pre 205.25
delayed
$9.0B
Mkt cap
$4.9T
Q3 FY26
$218M
Revenue
$96.2B
Q2 FY27
FY25
$708M
Revenue
$216B
FY26
Change
Change
RMBS
84.00
vs
NVDA
202.10
Pre-market
Nov 3 '26
delayed