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 2026-09-26.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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 |
GOOG |
NVDA |
| Current Price |
$334.98 |
$225.07 |
| Fair Value Estimate |
$387.82 |
$326.35 |
| Upside to Fair Value |
+15.8%
|
+45.0%
|
| Market Cap |
$4,065.3B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
23.4x
|
| Price / Sales |
9.1x
|
18.0x
|
| Price / FCF |
76.4x
|
42.9x
|
| Revenue Growth YoY |
+24.2%
|
+105.9%
|
| Gross Margin |
60.9%
|
74.7%
|
| Operating Margin |
33.1%
|
65.2%
|
| Return on Equity |
50.8%
|
110.1%
|
| Dividend Yield |
0.26% |
0.23% |
| FCF Yield |
1.31%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
NVDA |
| Zone Low |
$290.87 |
$244.76 |
| Zone High |
$329.65 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|