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 2026-09-26.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
NVIDIA Corporation · 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 — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMZN |
NVDA |
| Current Price |
$251.19 |
$225.07 |
| Fair Value Estimate |
$297.67 |
$326.35 |
| Upside to Fair Value |
+18.5%
|
+45.0%
|
| Market Cap |
$2,702.1B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
23.4x
|
| Price / Sales |
3.5x
|
18.0x
|
| Price / FCF |
—
|
42.9x
|
| Revenue Growth YoY |
+19.6%
|
+105.9%
|
| Gross Margin |
50.8%
|
74.7%
|
| Operating Margin |
12.1%
|
65.2%
|
| Return on Equity |
30.5%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
—
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
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 |
AMZN |
NVDA |
| Zone Low |
$223.25 |
$244.76 |
| Zone High |
$253.02 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|