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Screening Filters

1. Market Cap ≥ $200,000,000,000 (≥ $200B)

   • Purpose: Focus on mega-cap companies comparable in size and market stature to NVIDIA (NVDA).
   • Rationale:
     • NVDA is one of the largest companies in the world by market cap, so when someone asks for investment analysis or ideas around NVDA, it’s often useful to look at peers that operate at a similar scale.
     • Mega-cap firms tend to have:
       • More established business models
       • Greater liquidity (easier to enter/exit positions)
       • Broader institutional coverage and analyst research
     • This filter excludes smaller or mid-cap semiconductor names that may be more volatile or speculative and not directly comparable to NVDA’s risk/return profile.

2. Industry: Semiconductors & Semiconductor Equipment

   • Purpose: Restrict results to NVIDIA’s own industry to surface direct peers and sector alternatives.
   • Rationale:
     • The user’s question is about NVDA; the most relevant comparisons for analysis or alternative ideas will be other semiconductor companies (e.g., GPU, CPU, AI chips, foundries, equipment makers).
     • Staying within the same industry allows:
       • Comparison of margins, growth, and valuations under broadly similar demand drivers (AI, cloud, data centers, automotive, etc.).
       • A better sense of whether NVDA’s metrics are exceptional or in line with industry leaders.
     • It removes unrelated sectors where business economics and risk factors are completely different.

3. Gross Margin ≥ 55%

   • Purpose: Identify companies with similarly strong or superior pricing power and product economics to NVDA.
   • Rationale:
     • NVIDIA is known for very high gross margins, reflecting:
       • Strong competitive positioning
       • Differentiated technology (e.g., AI GPUs)
       • Ability to command premium pricing
     • By requiring a ≥55% gross margin, the screener focuses on:
       • High-quality chip designers and leading equipment makers rather than commoditized, low-margin producers.
       • Businesses with stronger buffers against cost pressures and downturns, similar to NVDA’s profile.
     • This helps ensure the results capture companies with a similar “quality” and profitability profile.

4. Revenue 5-Year CAGR ≥ 15%

   • Purpose: Target high-growth companies to match NVDA’s growth-oriented investment profile.
   • Rationale:
     • A core part of the NVDA thesis is rapid revenue growth driven by AI, data centers, gaming, and other secular trends.
     • A 15%+ 5-year compound annual growth rate (CAGR) is a fairly demanding bar, typical of:
       • Growth stocks rather than mature, slow-growing industrials.
       • Companies benefiting from strong secular or technological tailwinds.
     • Filtering for this growth level helps:
       • Align with investors who are considering NVDA specifically for its growth story.
       • Exclude slower, more cyclical or legacy semiconductor names that don’t reflect a “NVDA-like” growth profile.

5. Analyst Consensus: Strong Buy or Moderate Buy

   • Purpose: Incorporate current market/analyst sentiment to find NVDA-like names with broadly favorable professional views.
   • Rationale:
     • NVDA has historically enjoyed positive analyst sentiment, driven by strong execution and compelling growth drivers.
     • Limiting to “Strong Buy” and “Moderate Buy”:
       • Filters out names where the Street is broadly negative or neutral, which might signal structural issues, valuation concerns, or weakening fundamentals.
       • Focuses on companies that not only resemble NVDA on hard metrics (size, margins, growth) but also on soft metrics (confidence from analysts who follow the sector closely).
     • This makes the output more actionable for investors looking for high-conviction ideas in the same space.

Why Results Match the NVDA-Focused Query

• The industry filter ensures that the screen is centered on companies that operate in NVIDIA’s own segment (semiconductors), making them relevant for comparison or as alternative investments.
• The market cap filter ensures you’re looking at companies that are of similar global importance and scale to NVDA, not smaller niche players.
• The gross margin and growth filters hone in on businesses that mirror key elements of the NVDA thesis: high profitability and strong long-term growth, rather than low-margin, slow-growing chip makers.
• The analyst consensus filter aligns results with the type of name NVDA currently represents in many portfolios: a widely followed, generally well-regarded, growth-oriented leader.

Together, these filters are designed to surface “NVDA-like” semiconductor leaders—large, profitable, fast-growing chip companies with generally positive analyst views—which is directly relevant when a user is asking for investment recommendations or analysis centered on NVIDIA.