AMZN vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-10.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
Valuation & Fundamentals
| Metric |
AMZN |
NVDA |
| Current Price |
$238.12 |
$182.08 |
| Fair Value Estimate |
$379.40 |
$290.00 |
| Upside to Fair Value |
+59.3%
|
+59.3%
|
| Market Cap |
$2,556.2B |
$4,425.5B |
| Forward P/E |
32.8x
|
—
|
| EV / EBITDA |
15.9x
|
31.4x
|
| Price / Sales |
3.6x
|
21.0x
|
| Price / FCF |
332.2x
|
46.9x
|
| Revenue Growth YoY |
+18.4%
|
+65.5%
|
| Gross Margin |
50.3%
|
71.1%
|
| Operating Margin |
11.2%
|
60.4%
|
| Return on Equity |
21.9%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
0.3%
|
2.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
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 v…
Accumulation Zones
| Metric |
AMZN |
NVDA |
| Zone Low |
$284.55 |
$218.00 |
| Zone High |
$322.49 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|