NVDA vs UNH: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NVDA |
UNH |
| Current Price |
$182.08 |
$304.33 |
| Fair Value Estimate |
$290.00 |
$430.00 |
| Upside to Fair Value |
+59.3%
|
+41.3%
|
| Market Cap |
$4,425.5B |
$276.2B |
| Forward P/E |
—
|
15.1x
|
| EV / EBITDA |
31.4x
|
14.3x
|
| Price / Sales |
21.0x
|
0.6x
|
| Price / FCF |
46.9x
|
17.2x
|
| Revenue Growth YoY |
+65.5%
|
+11.8%
|
| Gross Margin |
71.1%
|
18.5%
|
| Operating Margin |
60.4%
|
4.2%
|
| Return on Equity |
76.3%
|
12.7%
|
| Dividend Yield |
0.02% |
2.9% |
| FCF Yield |
2.13%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
NVDA |
UNH |
| Zone Low |
$218.00 |
$280.00 |
| Zone High |
$250.00 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|