NVDA vs V: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Visa 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
Visa Inc. · Financial Services
$368.29
+25.7% 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 |
V |
| Current Price |
$225.07 |
$368.29 |
| Fair Value Estimate |
$326.35 |
$463.00 |
| Upside to Fair Value |
+45.0%
|
+25.7%
|
| Market Cap |
$5,451.4B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
24.0x
|
| Price / Sales |
18.0x
|
15.5x
|
| Price / FCF |
42.9x
|
33.5x
|
| Revenue Growth YoY |
+105.9%
|
+14.4%
|
| Gross Margin |
74.7%
|
80.2%
|
| Operating Margin |
65.2%
|
60.7%
|
| Return on Equity |
110.1%
|
61.3%
|
| Dividend Yield |
0.23% |
0.73% |
| FCF Yield |
2.33%
|
2.98%
|
| 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 …
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
NVDA |
V |
| Zone Low |
$244.76 |
$347.25 |
| Zone High |
$277.40 |
$393.55 |
| In Buy Zone? |
Yes
|
Yes
|