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.
投资者应该满意于英维迪亚(纳斯达克：NVDA)。这家芯片设计公司在2月份决定取消与ARM有限公司的稀释合并软银(OTCMKTS：SFTBY)。这将使股东不会被ARM的额外股份稀释。这可能会帮助NVDA股价上涨，前提是该公司的增长保持在正轨上。
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，该公司预计，将于5月25日公布的2022年第一季度营收将至少达到81亿美元，高于上一季度的76.6亿美元。这相当于连续实现26.1%的复合增长率。此外，与去年56.6亿美元的营收相比，这一数字将增长43.1%。如果NVDA的同比增长保持这样的速度，NVDA的股票可能会迎来又一个大好的一年。
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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%.
到目前为止，截至4月8日，该股下跌了21.4%，至231.26美元，低于2021年底的294.11美元。与去年相比，这是一个相当大的变化，去年它上涨了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.
假设NVIDIA能够实现与以前相同的利润和自由现金流(FCF)水平，该股可能会找到重回正值的途径。这是在假设它的增长率保持过去那样迅猛增长的前提下进行的。
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日的财年，该公司创造了超过81.3亿美元的FCF。这相当于其269亿美元营收的FCF利润率为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利润率上升到了36%以上，收入为76.4亿美元，产生了27.6亿美元的FCF。关键是，如果在截至2023年的一年里保持同样的利润率，可能会显示出巨额的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.
分析师目前预计营收将增长30%，至349亿美元。36%的利润率意味着FCF可能达到125.6亿美元。与去年的81亿美元相比，这一数字超过了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价值。例如，假设市场对NVIDIA的估值为1.5%的FCF收益率，其市值将为8473.3亿美元(即125.6亿美元/0.15美元)。这比其目前5760亿美元的市值高出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.
在这种情况下，NVDA的价值可能会高出45.3%，即每股336.25美元。这表明NVDA股票有走高的路径。
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.
在本文发表之日，马克·哈克并未(直接或间接)持有本文所述证券的任何头寸。本文中表达的观点是作者的观点，受InvestorPlace.com发布指南的约束。
Mark Hake writes about personal finance on mrhake.medium.com and Newsbreak.com.
马克·海克在mrhake.medium.com和NewsBreak.com上撰写关于个人理财的文章。
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