Prominent investment analyst Gary Black of The Future Fund LLC has sparked a market discussion with a recent analysis comparing Tesla Inc. (NASDAQ:TSLA) and NVIDIA Corp. (NASDAQ:NVDA), highlighting critical differences in their earnings trajectory and valuation metrics.
What Happened: In a post on X, Black explained why Nvidia remains the fund’s top position while Tesla ranks fifth, focusing on the divergent paths of earnings estimates for both companies. He pointed out that Wall Street continues to raise earnings estimates for Nvidia while simultaneously reducing estimates for Tesla.
The analysis centers on the price-to-earnings-growth ratio, a key metric for investors. Black noted that Nvidia currently trades at 1.6x PEG, with a calendar year 2025 price-to-earnings ratio of 32x and a projected long-term earnings growth of 20%.
In contrast, Tesla stands at 3.2x PEG, with a calendar year 2025 price-to-earnings ratio of …
Full story available on Benzinga.com
Prominent investment analyst Gary Black of The Future Fund LLC has sparked a market discussion with a recent analysis comparing Tesla Inc. (NASDAQ:TSLA) and NVIDIA Corp. (NASDAQ:NVDA), highlighting critical differences in their earnings trajectory and valuation metrics.
What Happened: In a post on X, Black explained why Nvidia remains the fund’s top position while Tesla ranks fifth, focusing on the divergent paths of earnings estimates for both companies. He pointed out that Wall Street continues to raise earnings estimates for Nvidia while simultaneously reducing estimates for Tesla.
The analysis centers on the price-to-earnings-growth ratio, a key metric for investors. Black noted that Nvidia currently trades at 1.6x PEG, with a calendar year 2025 price-to-earnings ratio of 32x and a projected long-term earnings growth of 20%.
In contrast, Tesla stands at 3.2x PEG, with a calendar year 2025 price-to-earnings ratio of …
Full story available on Benzinga.com
Prominent investment analyst Gary Black of The Future Fund LLC has sparked a market discussion with a recent analysis comparing Tesla Inc. (NASDAQ:TSLA) and NVIDIA Corp. (NASDAQ:NVDA), highlighting critical differences in their earnings trajectory and valuation metrics.
What Happened: In a post on X, Black explained why Nvidia remains the fund’s top position while Tesla ranks fifth, focusing on the divergent paths of earnings estimates for both companies. He pointed out that Wall Street continues to raise earnings estimates for Nvidia while simultaneously reducing estimates for Tesla.
The analysis centers on the price-to-earnings-growth ratio, a key metric for investors. Black noted that Nvidia currently trades at 1.6x PEG, with a calendar year 2025 price-to-earnings ratio of 32x and a projected long-term earnings growth of 20%.
In contrast, Tesla stands at 3.2x PEG, with a calendar year 2025 price-to-earnings ratio of …Full story available on Benzinga.com Read MoreEquities, FFND, Gary Black, Kaustubh Bagalkote, KeyProj, News, NVDA, SPY, TSLA, Markets, SPY, US78462F1030, NVDA, US67066G1040, TSLA, US88160R1014, FFND, News, Equities, Markets, Benzinga Markets
