NVDA vs XOM: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Exxon Mobil Corporation — 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
Exxon Mobil Corporation · Energy
$152.30
-33.0% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
XOM |
| Current Price |
$182.08 |
$152.30 |
| Fair Value Estimate |
$290.00 |
$102.00 |
| Upside to Fair Value |
+59.3%
|
-33.0%
|
| Market Cap |
$4,425.5B |
$634.6B |
| Forward P/E |
—
|
17.5x
|
| EV / EBITDA |
31.4x
|
9.8x
|
| Price / Sales |
21.0x
|
2.0x
|
| Price / FCF |
46.9x
|
26.9x
|
| Revenue Growth YoY |
+65.5%
|
-4.5%
|
| Gross Margin |
71.1%
|
21.7%
|
| Operating Margin |
60.4%
|
10.5%
|
| Return on Equity |
76.3%
|
11.1%
|
| Dividend Yield |
0.02% |
2.65% |
| FCF Yield |
2.13%
|
3.72%
|
| 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…
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27…
Accumulation Zones
| Metric |
NVDA |
XOM |
| Zone Low |
$218.00 |
$77.00 |
| Zone High |
$250.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|