NVDA vs UNH: Which Is the Better Buy?

Side-by-side comparison of NVIDIA Corporation and UnitedHealth Group Incorporated โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-21.
NVIDIA Corporation ยท Technology
$219.76
+45.0% upside to fair value
Grade B High Quality
VS
UnitedHealth Group Incorporated ยท Healthcare
$353.52
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
UNH trades at a lower forward P/E (26.7x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric NVDA UNH
Current Price $219.76 $353.52
Fair Value Estimate $318.65 $512.60
Upside to Fair Value +45.0% +45.0%
Market Cap $5,322.7B $320.9B
Forward P/E 33.4x 26.7x
EV / EBITDA 27.6x 16.1x
Price / Sales 21.0x 0.7x
Price / FCF 44.7x 16.3x
Revenue Growth YoY +85.2% +2.0%
Gross Margin 74.1% 18.8%
Operating Margin 64.0% 4.2%
Return on Equity 111.7% 12.4%
Dividend Yield 0% 0%
FCF Yield 2.24% 6.13%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
NVDA โ€” NVIDIA Corporation
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality iโ€ฆ
UNH โ€” UnitedHealth Group Incorporated
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% yโ€ฆ
Accumulation Zones
Metric NVDA UNH
Zone Low $238.99 $384.45
Zone High $270.85 $435.71
In Buy Zone? Yes Yes
โ† NVDA Research    UNH Research โ†’    All Research