GOOGL 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
$342.36
+16.6% 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 |
GOOGL |
NVDA |
| Current Price |
$342.36 |
$225.07 |
| Fair Value Estimate |
$399.26 |
$326.35 |
| Upside to Fair Value |
+16.6%
|
+45.0%
|
| Market Cap |
$4,143.3B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
23.4x
|
| Price / Sales |
9.3x
|
18.0x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
0.23% |
| FCF Yield |
1.28%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
NVDA |
| Zone Low |
$299.44 |
$244.76 |
| Zone High |
$339.37 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|