INTC vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Intel Corporation and NVIDIA Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-16.
Intel Corporation Β· Technology
$68.50
-13.9% upside to fair value
High Conviction Grade D
VS
NVIDIA Corporation Β· Technology
$182.08
+59.3% upside to fair value
High Conviction Grade A-
QuantHub Verdict
NVDA has more upside to fair value (+59.3%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric INTC NVDA
Current Price $68.50 $182.08
Fair Value Estimate $59.00 $290.00
Upside to Fair Value -13.9% +59.3%
Market Cap $343.9B $4,425.5B
Forward P/E -1245.8x β€”
EV / EBITDA β€” 31.4x
Price / Sales 6.5x 21.0x
Price / FCF -69.5x 46.9x
Revenue Growth YoY +0.2% +65.5%
Gross Margin 34.8% 71.1%
Operating Margin -4.2% 60.4%
Return on Equity -0.3% 76.3%
Dividend Yield β€” 0.02%
FCF Yield β€” 2.13%
Analyst Consensus Hold Strong Buy
Investment Thesis
INTC β€” Intel Corporation
Intel is a legacy semiconductor leader attempting an ambitious turnaround under new CEO Lip-Bu Tan, pivoting from a pure-play chipmaker to an integrated device manufacturer (IDM 2.0) with foundry ambitions. The business remains structurally challenged: PC market share is eroding, foundry execution is unproven, negative free cash flow persists, and margins are compressed. However, the stock trades…
NVDA β€” NVIDIA Corporation
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
Metric INTC NVDA
Zone Low $44.00 $218.00
Zone High $50.00 $250.00
In Buy Zone? No Yes
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