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NVDA
NVIDIA Corporation · Semiconductors
$210.69
-4.50% this month
VERSUS
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COMPARE
GOOGL
Alphabet Inc. · Technology
$368.03
-5.06% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
NVDA
4
GOOGL
1
Comparison scoreboard
NVDA LEADS 4/5AI Score
NVDA ✓86.0
GOOGL 65.9
1Y Return
NVDA +46.19%
GOOGL ✓+109.17%
Fwd P/E
NVDA ✓16.12
GOOGL 24.84
Target Up.
NVDA ✓+45.69%
GOOGL +20.34%
Op. Margin
NVDA ✓65.60%
GOOGL 36.12%
Metrics last refreshed: 6/20/2026
Quick take
NVDA vs GOOGL Stock Comparison: AI Score, Valuation, Performance and Upside
NVDA and GOOGL are both central to the AI infrastructure buildout but from opposite sides — Nvidia sells AI compute infrastructure; Google builds AI products using both Nvidia GPUs and its own TPUs. Nvidia is the pure-play on AI capital expenditure; Google is an AI-first tech company with advertising as its core business. The GPU vs TPU framing captures Nvidia's hardware dominance vs Google's application-layer monetization of AI.
NVDA vs GOOGL — NVIDIA (the dominant AI GPU and CUDA ecosystem provider selling the infrastructure of AI to every hyperscaler including Google) versus Alphabet (the AI-first technology company building custom TPUs to reduce Nvidia dependency while monetizing AI through Google Search, Gemini, YouTube, and Google Cloud).
Live analysis · updated 6/20/2026
NVDA holds the edge across 4 of 5 key metrics in this comparison. GOOGL has delivered stronger 1-year price return (+109.17% vs +46.19%), though NVDA trades at the lower forward P/E (16.12x vs 24.84x). NVDA leads on both revenue growth (85.20%) and operating margin (65.60%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for NVDA (+45.69%) than for GOOGL (+20.34%).
Normalized 1Y performance
NVDA
GOOGL
Recent returns
NVDA
GOOGL
Analyst price targets & sentiment
NVDA · 58 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$180.00
analyst high$500.00
analyst mean$298.93
current price$210.69
+45.7% upside to analyst mean
GOOGL · 52 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$160.00
analyst mean$432.83
current price$368.03
+20.3% upside to analyst mean
Who should consider this stock?
NVDA may suit investors who:
- →want pure-play AI infrastructure exposure — NVIDIA's Data Center revenue grows directly with global AI training compute spending regardless of which AI applications succeed
- →believe the CUDA ecosystem moat is durable against hyperscaler custom silicon — PyTorch and TensorFlow's CUDA optimization creates switching costs custom chips must overcome
- →see AI capex supercycle as multi-year — Microsoft, Meta, Amazon, Google all committing $50B+ annual AI infrastructure spend elevates Nvidia GPU demand structurally
- →are comfortable with hyperscaler concentration risk, China export restrictions, and extremely high valuation reflecting AI chip monopoly
GOOGL may suit investors who:
- →prefer diversified AI exposure across Google Search advertising, YouTube, Google Cloud, and Android — AI tailwinds benefit the entire business portfolio
- →value Google's TPU strategy as a cost advantage reducing Nvidia GPU spend and enabling cheaper AI model training to protect margins in competitive AI products
- →see GCP cloud growth acceleration as Vertex AI and Gemini attract enterprise AI workloads to Google's infrastructure from a strong #3 cloud position
- →are comfortable with search advertising AI disruption risk from AI Overviews and regulatory scrutiny of Google's advertising market dominance
Performance & AI score
| Metric | NVDA | GOOGL |
|---|---|---|
| AI score | 86.0 | 65.9 |
| AI rank | #2 | #58 |
| Latest close | $210.69 | $368.03 |
| 1M return | -4.50% | -5.06% |
| 6M return | +23.25% | +24.03% |
| 1Y return | +46.19% | +109.17% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | NVDA | GOOGL |
|---|---|---|
| 1Y ago | $14.48K (+44.8%) started 2025-06-18 | $21.23K (+112.3%) started 2025-06-18 |
| 5Y ago | $114.8K (+1048.0%) started 2021-06-21 | $30.5K (+205.0%) started 2021-06-21 |
| 10Y ago | $1.84M (+18277.9%) started 2016-06-20 | $105.25K (+952.5%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | NVDA | GOOGL |
|---|---|---|
| Market cap | $4.97T | $4.39T |
| Trailing P/E | 31.42 | 27.48 |
| Forward P/E | 16.12 | 24.84 |
| Price/Sales | 23.66 | 5.88 |
| EV/Revenue | 19.43 | 10.24 |
| Analyst target | $298.93 | $432.83 |
| Target upside | +45.69% | +20.34% |
Growth, profitability & risk
| Metric | NVDA | GOOGL |
|---|---|---|
| Revenue growth | 85.20% | 21.80% |
| Earnings growth | 214.50% | 82.00% |
| EPS growth | +214.50% | +82.00% |
| FCF margin | +18.28% | +6.61% |
| Operating margin | 65.60% | 36.12% |
| Profit margin | 62.97% | 37.92% |
| ROIC proxy | 114.29% | 38.88% |
| Return on equity | 114.29% | 38.88% |
| Dividend yield | 0.49% | 0.24% |
| Beta | 2.20 | 1.24 |
| Debt/equity | 6.55 | 20.03 |
| Current ratio | 3.44 | 1.92 |
| Quick ratio | 2.14 | 1.71 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
NVDA max drawdown20.22%
GOOGL max drawdown20.42%
NVDA max wkly drop10.72%
GOOGL max wkly drop9.46%
5Y risk snapshot
NVDA max drawdown66.34%
GOOGL max drawdown44.32%
NVDA max wkly drop22.20%
GOOGL max wkly drop13.41%
10Y risk snapshot
NVDA max drawdown66.34%
GOOGL max drawdown44.32%
NVDA max wkly drop28.36%
GOOGL max wkly drop15.46%
Performance metrics by period
| Period | Metric | NVDA | GOOGL |
|---|---|---|---|
| 1Y | Growth | +44.82% | +112.34% |
| CAGR | +44.90% | +112.57% | |
| Sharpe ratio | 1.10 | 2.56 | |
| Max drawdown | 20.22% | 20.42% | |
| Max daily drop | 6.20% | 3.86% | |
| Max wkly drop | 10.72% | 9.46% | |
| 5Y | Growth | +1045.71% | +203.57% |
| CAGR | +62.98% | +24.91% | |
| Sharpe ratio | 1.12 | 0.72 | |
| Max drawdown | 66.34% | 44.32% | |
| Max daily drop | 16.97% | 9.51% | |
| Max wkly drop | 22.20% | 13.41% | |
| 10Y | Growth | +17945.12% | +947.37% |
| CAGR | +68.18% | +26.49% | |
| Sharpe ratio | 1.20 | 0.80 | |
| Max drawdown | 66.34% | 44.32% | |
| Max daily drop | 18.76% | 11.63% | |
| Max wkly drop | 28.36% | 15.46% |
Business comparison
| Category | NVDA | GOOGL |
|---|---|---|
| Company | NVIDIA Corporation | Alphabet Inc. |
| Sector | Technology | Communication Services |
| Industry | Semiconductors | Internet Content & Information |
| Core business | NVIDIA is the dominant AI chip company providing GPUs for training and inference workloads across cloud providers, enterprises, and research institutions. The H100, H200, and Blackwell B100/B200 GPU architectures are the infrastructure of choice for AI model training at scale. NVIDIA's CUDA software ecosystem — built over 15+ years — creates a massive moat as AI developers and frameworks are deeply integrated with NVIDIA's stack. Data Center revenue has grown from under $10B to over $100B annually as AI infrastructure spending surged. | Alphabet (Google) is an AI-first technology company with dominant positions in search, advertising, YouTube, and cloud computing. Google has developed custom Tensor Processing Units (TPUs) since 2016 for internal AI training and inference. Google's TPU v5 and v6 pods power internal Gemini model training and are available externally via Google Cloud. Unlike Nvidia which sells chips externally, Google's TPU strategy is primarily internal — reducing Nvidia GPU costs while offering cloud customers TPU access as a GCP differentiator. |
| Investor focus | Investors focus on Nvidia's GPU supply chain, hyperscaler capex commitments, CUDA ecosystem stickiness, and whether custom silicon from Google, Amazon, and Microsoft will erode its AI chip monopoly. | Investors monitor Google Search AI Overview adoption, Gemini competitive positioning vs OpenAI, YouTube AI monetization, and GCP market share gains in hyperscaler cloud AI. |
NVDA strengths
- →CUDA ecosystem moat: 15+ years of CUDA-optimized libraries, frameworks, and developer tools create switching costs — PyTorch, TensorFlow, and every major AI framework runs optimally on CUDA
- →Hyperscaler GPU dominance: Microsoft, Amazon, Meta, and Google all buy billions in Nvidia GPUs despite developing their own chips — performance gap makes Nvidia indispensable for frontier model training
- →Blackwell architecture pipeline: NVIDIA's relentless architecture cadence (Hopper → Blackwell → Rubin) stays ahead of custom silicon development cycles — competitors are always chasing the current generation
GOOGL strengths
- →Internal AI chip cost savings: TPUs reduce Google's Nvidia GPU spend by hundreds of millions annually — cheaper training and inference for Gemini and Google Search AI improves margins
- →Gemini integration across Google products: Gemini powers Google Search AI, Gmail, Google Workspace, and Android — AI capabilities embedded across products used by billions daily
- →GCP cloud growth with AI tailwind: Google Cloud Platform is gaining share as the #3 cloud provider — Vertex AI and Gemini Enterprise are driving GCP revenue acceleration
Risks to watch — NVDA
- →Custom silicon threat from hyperscalers: Google TPUs, Amazon Trainium, Microsoft Maia, and Meta MTIA are designed to reduce Nvidia GPU dependency for inference workloads
- →Concentration in hyperscaler customers: MSFT, META, GOOGL, AMZN represent the majority of Nvidia Data Center revenue — capex cycle slowdowns hit Nvidia disproportionately
- →China export restrictions: US export controls on advanced AI chips have removed significant China revenue — BIS restrictions impact Nvidia's addressable market
Risks to watch — GOOGL
- →Search advertising AI disruption risk: Google Search AI Overviews may reduce click-through rates — the core $200B+ advertising business faces AI disintermediation of search traffic
- →Gemini vs OpenAI mind share: ChatGPT has greater consumer awareness — Google must prove Gemini superiority to maintain AI thought leadership
- →TPUs primarily internal: Google Cloud TPUs are available externally but most AI developers prefer CUDA/Nvidia for third-party workloads — Google's chip strategy primarily benefits itself
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