Nvidia Stock Could Rise 45%
Nvidia Stock Could Rise 45%
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Investors should be happy with Nvidia (NASDAQ:NVDA). The chip design company decided in February to cancel its dilutive merger with ARM Ltd from Softbank (OTCMKTS:SFTBY). That will allow shareholders to not be diluted by the extra shares for ARM. That could help NVDA stock rise, assuming the company's growth stays on track.
投資者應該滿意於英維迪亞(納斯達克：NVDA)。這家芯片設計公司在2月份決定取消與ARM有限公司的稀釋合併軟銀(OTCMKTS：SFTBY)。這將使股東不會被ARM的額外股份稀釋。這可能會幫助NVDA股價上漲，前提是該公司的增長保持在正軌上。
Moreover, it expects its first quarter 2022 revenue, which will come out on May 25, will be at least $8.1 billion up from $7.66 billion this past quarter. That works out to a consecutive compound growth rate of 26.1%. Moreover, on a year-over-year (YoY) basis, that will be 43.1% higher than the $5.66 billion in revenue last year. If its YoY growth keeps up at that pace, NVDA stock could be in for another great year.
此外，該公司預計，將於5月25日公佈的2022年第一季度營收將至少達到81億美元，高於上一季度的76.6億美元。這相當於連續實現26.1%的複合增長率。此外，與去年56.6億美元的營收相比，這一數字將增長43.1%。如果NVDA的同比增長保持這樣的速度，NVDA的股票可能會迎來又一個大好的一年。
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So far, year-to-date (YTD) the stock is down 21.4% as of April 8 at $231.26, down from $294.11 at the end of 2021. That is quite a change from last year when it rose 125.2%.
到目前為止，截至4月8日，該股下跌了21.4%，至231.26美元，低於2021年底的294.11美元。與去年相比，這是一個相當大的變化，去年它上漲了125.2%。
Assuming Nvidia can make the same level of profits and free cash flow (FCF) as before, the stock could find its way back into positive territory. That assumes that its growth rate keeps at its blistering pace as in the past.
假設NVIDIA能夠實現與以前相同的利潤和自由現金流(FCF)水平，該股可能會找到重回正值的途徑。這是在假設它的增長率保持過去那樣迅猛增長的前提下進行的。
For example, for the fiscal year that ended Jan. 30, 2022, the company generated over $8.13 billion in FCF. This works out to a FCF margin of 30.2% on its $26.9 billion in revenue.
例如，在截至2022年1月30日的財年，該公司創造了超過81.3億美元的FCF。這相當於其269億美元營收的FCF利潤率為30.2%。
But in the fourth quarter its FCF margin rose to over 36% when it produced $2.76 billion in FCF on $7.64 billion in revenue. The point is if that same margin keeps up for the year ending 2023, it could show huge amounts of FCF.
但在第四季度，它的FCF利潤率上升到了36%以上，收入為76.4億美元，產生了27.6億美元的FCF。關鍵是，如果在截至2023年的一年裏保持同樣的利潤率，可能會顯示出鉅額的FCF。
Analysts now estimate that revenue will rise 30% to $34.9 billion. Applying a 36% margin to that figure means FCF could reach $12.56 billion. That is over 54.5% from the $8.1 billion in FCF last year.
分析師目前預計營收將增長30%，至349億美元。36%的利潤率意味着FCF可能達到125.6億美元。與去年的81億美元相比，這一數字超過了54.5%。
But it also could push the stock market value higher. For example, assuming the market values Nvidia with a 1.5% FCF yield, its market value will be $847.33 billion (i.e., $12.56b/0.15). This is 45.3% higher than its $576 billion market value today.
但它也可能推高股市價值。例如，假設市場對NVIDIA的估值為1.5%的FCF收益率，其市值將為8473.3億美元(即125.6億美元/0.15美元)。這比其目前5760億美元的市值高出45.3%。
In this scenario NVDA could be worth 45.3% more, or $336.25 per share. This shows that there is a path for NVDA stock to move higher.
在這種情況下，NVDA的價值可能會高出45.3%，即每股336.25美元。這表明NVDA股票有走高的路徑。
On the date of publication, Mark Hake did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在本文發表之日，馬克·哈克並未(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點，受InvestorPlace.com發佈指南的約束。
Mark Hake writes about personal finance on mrhake.medium.com and Newsbreak.com.
馬克·海克在mrhake.medium.com和NewsBreak.com上撰寫關於個人理財的文章。
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