NVDA vs RTX: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and RTX 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
RTX Corporation · Industrials
$193.54
+33.0% 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 |
NVDA |
RTX |
| Current Price |
$225.07 |
$193.54 |
| Fair Value Estimate |
$326.35 |
$257.36 |
| Upside to Fair Value |
+45.0%
|
+33.0%
|
| Market Cap |
$5,451.4B |
$260.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
18.1x
|
| Price / Sales |
18.0x
|
2.8x
|
| Price / FCF |
42.9x
|
21.7x
|
| Revenue Growth YoY |
+105.9%
|
+14.5%
|
| Gross Margin |
74.7%
|
20.3%
|
| Operating Margin |
65.2%
|
11.2%
|
| Return on Equity |
110.1%
|
11.8%
|
| Dividend Yield |
0.23% |
1.46% |
| FCF Yield |
2.33%
|
4.6%
|
| Analyst Consensus |
Strong Buy
|
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 …
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments — Collins Aerospace, Pratt & Whitney, and Raytheon — serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
Accumulation Zones
| Metric |
NVDA |
RTX |
| Zone Low |
$244.76 |
$193.02 |
| Zone High |
$277.40 |
$218.76 |
| In Buy Zone? |
Yes
|
Yes
|