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 2026-05-21.
Apple Inc. Β· Technology
$294.80
-9.3% upside to fair value
Grade B- High Quality
VS
NVIDIA Corporation Β· Technology
$219.76
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NVDA has more upside to fair value (+45.0%). NVDA trades at a lower forward P/E (33.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL NVDA
Current Price $294.80 $219.76
Fair Value Estimate $267.40 $318.65
Upside to Fair Value -9.3% +45.0%
Market Cap $4,329.8B $5,322.7B
Forward P/E 35.4x 33.4x
EV / EBITDA 27.3x 27.6x
Price / Sales 9.6x 21.0x
Price / FCF 33.5x 44.7x
Revenue Growth YoY +16.6% +85.2%
Gross Margin 47.9% 74.1%
Operating Margin 32.6% 64.0%
Return on Equity 146.7% 111.7%
Dividend Yield 0.34% 0%
FCF Yield 2.98% 2.24%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
NVDA β€” NVIDIA Corporation
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Accumulation Zones
Metric AAPL NVDA
Zone Low $200.50 $238.99
Zone High $227.30 $270.85
In Buy Zone? No Yes
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