NVDA vs ORCL: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
Valuation & Fundamentals
| Metric |
NVDA |
ORCL |
| Current Price |
$225.07 |
$149.12 |
| Fair Value Estimate |
$326.35 |
$216.22 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$5,451.4B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
14.6x
|
| Price / Sales |
18.0x
|
6.0x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+105.9%
|
+29.6%
|
| Gross Margin |
74.7%
|
63.9%
|
| Operating Margin |
65.2%
|
32.4%
|
| Return on Equity |
110.1%
|
42.6%
|
| Dividend Yield |
0.23% |
1.34% |
| FCF Yield |
2.33%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
NVDA |
ORCL |
| Zone Low |
$244.76 |
$162.16 |
| Zone High |
$277.40 |
$183.79 |
| In Buy Zone? |
Yes
|
Yes
|