GOOG vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-13.
Alphabet Inc. · Communication Services
$355.03
-17.2% upside to fair value
Grade D High Quality
VS
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NVDA has more upside to fair value (+45.0%). GOOG trades at a lower forward P/E (27.0x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric GOOG NVDA
Current Price $355.03 $210.69
Fair Value Estimate $294.10 $305.50
Upside to Fair Value -17.2% +45.0%
Market Cap $4,320.1B $5,103.1B
Forward P/E 27.0x 32.1x
EV / EBITDA 20.0x 26.5x
Price / Sales 10.2x 20.1x
Price / FCF 67.0x 42.9x
Revenue Growth YoY +21.8% +85.2%
Gross Margin 60.4% 74.1%
Operating Margin 32.7% 64.0%
Return on Equity 39.0% 111.7%
Dividend Yield 0% 0%
FCF Yield 1.49% 2.33%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GOOG — Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
NVDA — NVIDIA Corporation
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
Metric GOOG NVDA
Zone Low $220.58 $229.12
Zone High $249.99 $259.68
In Buy Zone? No Yes
← GOOG Research    NVDA Research →    All Research