GOOGL vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and NVIDIA Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-21.
Alphabet Inc. Β· Communication Services
$341.68
-4.2% upside to fair value
Grade C High Quality
VS
NVIDIA Corporation Β· Technology
$219.76
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NVDA has more upside to fair value (+45.0%). GOOGL trades at a lower forward P/E (31.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GOOGL NVDA
Current Price $341.68 $219.76
Fair Value Estimate $327.32 $318.65
Upside to Fair Value -4.2% +45.0%
Market Cap $4,133.3B $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 +18.1% +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
GOOGL β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
NVDA β€” NVIDIA Corporation
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 GOOGL NVDA
Zone Low $245.49 $238.99
Zone High $278.22 $270.85
In Buy Zone? No Yes
← GOOGL Research    NVDA Research β†’    All Research