NVDA vs PYPL: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and PayPal Holdings, Inc. — 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
PayPal Holdings, Inc. · Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
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 |
NVDA |
PYPL |
| Current Price |
$225.07 |
$52.71 |
| Fair Value Estimate |
$326.35 |
$57.50 |
| Upside to Fair Value |
+45.0%
|
+9.1%
|
| Market Cap |
$5,451.4B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
6.8x
|
| Price / Sales |
18.0x
|
1.3x
|
| Price / FCF |
42.9x
|
7.2x
|
| Revenue Growth YoY |
+105.9%
|
+4.8%
|
| Gross Margin |
74.7%
|
45.8%
|
| Operating Margin |
65.2%
|
18.8%
|
| Return on Equity |
110.1%
|
24.4%
|
| Dividend Yield |
0.23% |
1.06% |
| FCF Yield |
2.33%
|
13.97%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
Accumulation Zones
| Metric |
NVDA |
PYPL |
| Zone Low |
$244.76 |
$43.12 |
| Zone High |
$277.40 |
$48.88 |
| In Buy Zone? |
Yes
|
No
|