apple vs nvidia

Calling: search_posts - keywords="Apple vs NVIDIA financial comparison"

Calling: query_metrics - sql="SELECT ticker, metric_name, value, as_of FROM metrics WHERE ticker IN ('AAPL', 'NVDA') AND metric_name IN ('market_cap', 'trailing_pe', 'total_revenue', 'net_income', 'operating_margin') AND period_type = 'annual' ORDER BY as_of DESC LIMIT 20", description="Fetch key financial metrics for AAPL and NVDA: market cap, trailing P/E, revenue, net income, and operating margin."

Calling: query_metrics - sql="SELECT ticker, metric_name, value FROM metrics WHERE ticker IN ('AAPL', 'NVDA') AND metric_name IN ('market_cap', 'trailing_pe', 'operating_margin') AND period_type = 'daily' ORDER BY as_of DESC LIMIT 6", description="Fetch valuation metrics: market_cap, trailing_pe, and operating_margin."

To compare Apple (AAPL) and NVIDIA (NVDA), we examine their recent financial performance and market valuation. Apple maintains a massive, stable revenue base driven by its consumer ecosystem, while NVIDIA has experienced explosive growth fueled by the global demand for AI infrastructure.

Financial Summary (Recent Fiscal Years)

Units in Billions USD

Metric Company FY2021 FY2022 FY2023 FY2024 FY2025/26
Revenue AAPL 365.8 394.3 383.3 391.0 416.2
NVDA - 26.9 27.0 60.9 215.9
Net Income AAPL 94.7 99.8 97.0 93.7 112.0
NVDA - 9.8 4.4 29.8 120.1

Note: AAPL fiscal year ends in September. NVDA fiscal year ends in January.

Current Market Valuation & Profitability

Metric Apple (AAPL) NVIDIA (NVDA)
Market Cap $3.66T $4.07T
Trailing P/E 31.45 34.12
Operating Margin 35.4% 65.0%

Key Observations

  • Scale vs. Growth: Apple remains the larger company by historical revenue, demonstrating steady, mature growth. NVIDIA, however, has rapidly scaled to surpass Apple in both recent net income and market capitalization due to its dominant position in the AI hardware market.
  • Operating Efficiency: NVIDIA currently boasts significantly higher operating margins (65.0% vs. 35.4%), reflecting the high-margin nature of its AI-specialized chips and software ecosystem compared to Apple's consumer electronics hardware business.
  • Valuation: Despite vastly different growth profiles, both companies currently trade at similar trailing P/E ratios, suggesting the market has priced NVIDIA's aggressive recent earnings growth against Apple's consistent, platform-driven cash generation.

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