Information Technology stock comparison
| Company fact | AAPL | NVDA |
|---|---|---|
| Company | Apple Inc. | NVIDIA Corporation |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Cupertino, California | Santa Clara, California |
| Founded | 1976 | 1993 |
| SEC industry | Electronic Computers | Semiconductors & Related Devices |
| Fiscal year-end | September 26 | January 31 |
| Latest annual filing | 10-K · 2025-10-31 | 10-K · 2026-02-25 |
Apple designs consumer electronics, software, and services, led by the iPhone, Mac, and a growing high-margin services segment. It is one of the world's most valuable companies and a core holding in most large-cap and technology index funds.
NVIDIA makes the graphics processors and data-center accelerators that train and run most modern AI models. Its chips have become the default hardware of the AI boom, making it a bellwether for the entire sector.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. AAPL is classified by the SEC as Electronic Computers, while NVDA is classified as Semiconductors & Related Devices. The different industry codes are a warning against treating sector membership as proof of identical economics.
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.AAPL's fiscal year ends September 26, while NVDA's ends January 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House Clerk snapshot contains 4matched transaction rows for AAPLand 3 for NVDA. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
Apple Inc. and NVIDIA Corporation sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.
Yield Theory connects filings, capital flows, catalysts, and risks into an investable research process.
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