AMZN vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and NVIDIA Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-21.
Amazon.com, Inc. Β· Consumer Cyclical
$259.34
+21.8% 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%). AMZN trades at a lower forward P/E (26.5x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMZN NVDA
Current Price $259.34 $219.76
Fair Value Estimate $316.00 $318.65
Upside to Fair Value +21.8% +45.0%
Market Cap $2,789.8B $5,322.7B
Forward P/E 26.5x 33.4x
EV / EBITDA 16.8x 27.6x
Price / Sales 3.9x 21.0x
Price / FCF β€” 44.7x
Revenue Growth YoY +17.0% +85.2%
Gross Margin 51.8% 74.1%
Operating Margin 13.1% 64.0%
Return on Equity 21.5% 111.7%
Dividend Yield 0% 0%
FCF Yield -0.81% 2.24%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN β€” Amazon.com, Inc.
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
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 AMZN NVDA
Zone Low $237.00 $238.99
Zone High $268.60 $270.85
In Buy Zone? Yes Yes
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