Nvidia vs Intel, side by side
These two show how fast a technology lead can change hands. Nvidia designs the graphics-style chips that turned out to be perfect for artificial intelligence, and outsources their manufacture - it now sits at the centre of the AI boom. Intel makes the processors inside most PCs and servers AND runs its own factories, a hugely expensive model it is trying to modernise while defending its core market from Nvidia, AMD and others.
On our factor screen it looks strongest on growth and quality, and weakest on value.
On our factor screen it looks strongest on growth and momentum, and weakest on income.
The numbers, side by side
| Measure |  Nvidia |  Intel |
|---|---|---|
| Price | $200.75 | $90.20 |
| Market cap: The company's total value on the stock market - share price times the number of shares. Big = 'large-cap', small = 'small-cap'. | $4.86T | $454.97B |
| P/E: Price-to-earnings: the share price divided by yearly profit per share. Lower can mean cheaper; higher often means investors expect fast growth. | 29.8 | — |
| Div yield: Dividend yield: the yearly dividend as a percentage of the share price - roughly the income you'd earn just from dividends. | 0.5% | 0.0% |
| Revenue growth | 85.2% | 25.4% |
| 1Y: How much the share price has moved over the past year. | +12% | — |
More measures
| Forward P/E: Price-to-earnings: the share price divided by yearly profit per share. Lower can mean cheaper; higher often means investors expect fast growth. | 15.6 | 44.3 |
|---|---|---|
| Net margin | 63.0% | -19.8% |
| ROE | 114.3% | -10.7% |
| Beta: How bumpy the share price is versus the whole market. Above 1 swings more than the market; below 1 is calmer. It's about the ride, not whether it goes up or down. | 2.21 | 2.19 |
The bolder figure is simply the larger of the two - higher is not automatically good (a higher P/E means more expectation in the price; a higher beta means bigger swings).
How they differ
Nvidia is roughly 11x the size of Intel by market value. On our factor screen Nvidia currently screens higher on quality and income, while Intel screens higher on momentum. Nvidia pays a dividend (0.5%) while Intel pays little or none.
Descriptive only - how the two compare on today's data, never a verdict on either.
Nvidia, in one line
The undisputed king of the AI chips data centres need to train and run their models.
Read the full Nvidia explainer →Intel, in one line
Intel is a global technology giant that designs and manufactures the computer chips that power everything from personal laptops to massive data centres.
Read the full Intel explainer →What to weigh
If dividend income matters to you, the yields differ (0.5% Nvidia vs 0.0% Intel). These are facts to understand, not a verdict - read each full explainer before deciding anything.
Common questions
Why did Nvidia overtake Intel so dramatically?
The workload changed. AI training runs best on Nvidia's parallel chips, so data-centre spending flooded its way just as Intel struggled with manufacturing delays. It is a textbook case of a new use case rewarding a different design.
Why does Intel owning its factories matter?
Running chip factories ('fabs') costs tens of billions and must stay full to pay off. Nvidia avoids that by outsourcing manufacturing; Intel carries the cost and the risk, which is central to why their margins and fortunes have diverged.