AAPL vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and NVIDIA Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Apple Inc. Β· Technology
$337.02
+9.9% upside to fair value
Med Conviction Grade B High Quality
VS
NVIDIA Corporation Β· Technology
$225.07
+45.0% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
NVDA has more upside to fair value (+45.0%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL NVDA
Current Price $337.02 $225.07
Fair Value Estimate $370.54 $326.35
Upside to Fair Value +9.9% +45.0%
Market Cap $4,949.9B $5,451.4B
Forward P/E β€” β€”
EV / EBITDA 29.6x 23.4x
Price / Sales 10.6x 18.0x
Price / FCF 36.2x 42.9x
Revenue Growth YoY +16.4% +105.9%
Gross Margin 48.7% 74.7%
Operating Margin 33.2% 65.2%
Return on Equity 137.2% 110.1%
Dividend Yield 0.31% 0.23%
FCF Yield 2.76% 2.33%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
NVDA β€” NVIDIA Corporation
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
Metric AAPL NVDA
Zone Low $277.91 $244.76
Zone High $314.96 $277.40
In Buy Zone? No Yes
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