AAPL vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and NVIDIA Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-10.
Apple Inc. ยท Technology
$260.88
+135.9% upside to fair value
Grade B High Quality
VS
NVIDIA Corporation ยท Technology
$182.08
+59.3% upside to fair value
High Conviction Grade A-
QuantHub Verdict
AAPL has more upside to fair value (+135.9%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AAPL NVDA
Current Price $260.88 $182.08
Fair Value Estimate $615.48 $290.00
Upside to Fair Value +135.9% +59.3%
Market Cap $3,834.4B $4,425.5B
Forward P/E 32.6x โ€”
EV / EBITDA 25.4x 31.4x
Price / Sales 8.8x 21.0x
Price / FCF 31.1x 46.9x
Revenue Growth YoY +40.3% +65.5%
Gross Margin 47.3% 71.1%
Operating Margin 32.4% 60.4%
Return on Equity 159.9% 76.3%
Dividend Yield 0% 0.02%
FCF Yield 3.21% 2.13%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AAPL โ€” Apple Inc.
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services with a strong brand and durable competitive advantages. The business quality is high, demonstrated by exceptional profitability metrics including a 159.9% return on equity, 40.3% revenue growth year-over-year, and 53.3% earnings growth year-over-year. Despite these fundamentals, the stock is cuโ€ฆ
NVDA โ€” NVIDIA Corporation
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x vโ€ฆ
Accumulation Zones
Metric AAPL NVDA
Zone Low $461.61 $218.00
Zone High $523.16 $250.00
In Buy Zone? Yes Yes
โ† AAPL Research    NVDA Research โ†’    All Research