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 2026-05-21.
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
VS
NVIDIA Corporation · Technology
$219.76
+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
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
NVDA |
| Current Price |
$339.40 |
$219.76 |
| Fair Value Estimate |
$318.47 |
$318.65 |
| Upside to Fair Value |
-6.2%
|
+45.0%
|
| Market Cap |
$4,105.7B |
$5,322.7B |
| Forward P/E |
31.2x
|
33.4x
|
| EV / EBITDA |
23.1x
|
27.6x
|
| Price / Sales |
10.3x
|
21.0x
|
| Price / FCF |
56.4x
|
44.7x
|
| Revenue Growth YoY |
+11.3%
|
+85.2%
|
| Gross Margin |
59.7%
|
74.1%
|
| Operating Margin |
32.0%
|
64.0%
|
| Return on Equity |
35.0%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
2.24%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
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 |
GOOG |
NVDA |
| Zone Low |
$238.85 |
$238.99 |
| Zone High |
$270.70 |
$270.85 |
| In Buy Zone? |
No
|
Yes
|