NVDA · Discounted Cash Flow Valuation
Nvidia DCF Valuation: Intrinsic Value Calculator
NVIDIA Corporation (NVDA) DCF model with live financials. See the pre-loaded intrinsic value estimate below, then adjust growth and discount rate assumptions in the full calculator.
DCF Snapshot
Assumptions
These are conservative starting assumptions. Adjust them in the full calculator to test your own thesis.
What Drives Nvidia's DCF
Nvidia's DCF is driven by AI datacenter GPU demand. Data Center revenue surged past $100B annualized in FY2025, powered by H100/H200 and Blackwell GPU shipments to hyperscalers and enterprises building AI infrastructure. Gross margins run above 70%. The bull case assumes datacenter revenue sustains 30%+ growth as AI training and inference workloads expand. The bear case: customer concentration risk (Microsoft, Meta, and Amazon are top buyers), potential margin compression from custom silicon (Google TPUs, Amazon Trainium), and cyclicality if AI capex spending pauses.