GOOGL vs NVDA Stock Comparison: AI Score, Valuation, Performance and Upside
Alphabet is the hyperscaler with the strongest in-house alternative to NVIDIA's GPUs, having developed TPUs over more than a decade to run its own AI workloads. NVIDIA remains the dominant merchant supplier of AI compute across the rest of the industry. This comparison is a proxy for whether custom AI silicon will meaningfully erode NVIDIA's market position over time.
GOOGL offers a way to invest in AI without being fully dependent on NVIDIA's pricing power, since Alphabet both buys NVIDIA GPUs and increasingly runs workloads on its own TPUs. NVDA offers pure exposure to industry-wide AI infrastructure demand, including from Google Cloud itself, but faces long-term competitive risk from exactly this kind of vertical integration.
NVDA holds the edge across 4 of 5 key metrics in this comparison. GOOGL has delivered stronger 1-year price return (+44.03% vs +37.92%), though NVDA has the better forward P/E setup (14.21x vs 23.37x for GOOGL). NVDA leads on both revenue growth (105.90%) and operating margin (66.24%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for NVDA (+48.66%) than for GOOGL (+23.51%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want AI exposure without being purely a bet on hyperscaler capex or reliant on GPU pricing power
- Believe Google's advertising business and Cloud growth together justify the current valuation
- See TPUs as a genuine long-term moat and cost advantage versus renting GPU capacity
- Are comfortable with search-disruption risk from AI chat interfaces as a manageable, not existential, threat
- Want the purest exposure to overall AI infrastructure spending across every hyperscaler, not just one
- Believe demand for AI compute will keep outpacing supply for the foreseeable future
- Are comfortable with customer-concentration risk in exchange for dominant market share and margins
- See CUDA's software lock-in as a durable moat even against well-funded custom silicon efforts
| Metric | GOOGL | NVDA |
|---|---|---|
| AI scorei | 64.3 | 88.3 |
| AI ranki | #88 | #4 |
| Latest closei | $338.46 | $230.36 |
| 1M returni | -4.47% | +2.86% |
| 6M returni | +10.48% | +26.12% |
| 1Y returni | +44.03% | +37.92% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GOOGL | NVDA |
|---|---|---|
| 1Y ago | $14.46K (+44.6%) started 2025-09-08 | $13.69K (+36.9%) started 2025-09-08 |
| 5Y ago | $23.81K (+138.1%) started 2021-09-09 | $104.26K (+942.6%) started 2021-09-09 |
| 10Y ago | $86.68K (+766.8%) started 2016-09-09 | $1.6M (+15896.7%) started 2016-09-09 |
Hypothetical — past performance does not guarantee future results.
| Metric | GOOGL | NVDA |
|---|---|---|
| Market capi | $4.24T | $5.25T |
| Trailing P/Ei | 17.39 | 27.47 |
| Forward P/Ei | 23.37 | 14.21 |
| Price/Salesi | 5.88 | 23.66 |
| EV/Revenuei | 9.27 | 17.23 |
| Analyst targeti | $428.07 | $323.42 |
| Target upsidei | +23.51% | +48.66% |
| Metric | GOOGL | NVDA |
|---|---|---|
| Revenue growthi | 24.20% | 105.90% |
| Earnings growthi | 294.00% | 127.80% |
| EPS growthi | +294.00% | +127.80% |
| FCF margini | +5.08% | +13.80% |
| Operating margini | 34.03% | 66.24% |
| Profit margini | 54.77% | 63.66% |
| ROIC proxyi | 48.68% | 117.21% |
| Return on equityi | 48.68% | 117.21% |
| Dividend yieldi | 0.25% | 0.46% |
| Betai | 1.24 | 2.21 |
| Debt/equityi | 18.86 | 16.97 |
| Current ratioi | 2.72 | 4.59 |
| Quick ratioi | 2.47 | 2.92 |
Over the past year, GOOGL and NVDA have moved weakly in the same direction (correlation of 0.24), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | GOOGL | NVDA |
|---|---|---|---|
| 1Y | Growthi | +44.62% | +36.87% |
| CAGRi | +44.74% | +36.97% | |
| Volatilityi | 31.47% | 38.00% | |
| Sharpe ratioi | 1.19 | 0.90 | |
| Sortino ratioi | 1.93 | 1.35 | |
| Max drawdowni | 21.09% | 20.22% | |
| Current drawdowni | 15.94% | 2.28% | |
| Avg drawdowni | 6.51% | 8.77% | |
| Ulcer Indexi | 8.67% | 10.09% | |
| Max daily dropi | 7.13% | 6.20% | |
| Max wkly dropi | 10.37% | 10.72% | |
| 5Y | Growthi | +136.92% | +940.68% |
| CAGRi | +18.84% | +59.81% | |
| Volatilityi | 32.14% | 52.02% | |
| Sharpe ratioi | 0.56 | 1.08 | |
| Sortino ratioi | 0.82 | 1.67 | |
| Max drawdowni | 44.32% | 66.34% | |
| Current drawdowni | 15.94% | 2.28% | |
| Avg drawdowni | 13.49% | 16.72% | |
| Ulcer Indexi | 17.53% | 24.20% | |
| Max daily dropi | 9.51% | 16.97% | |
| Max wkly dropi | 13.41% | 22.20% | |
| 10Y | Growthi | +762.62% | +15636.29% |
| CAGRi | +24.06% | +65.87% | |
| Volatilityi | 29.56% | 50.05% | |
| Sharpe ratioi | 0.73 | 1.17 | |
| Sortino ratioi | 1.06 | 1.79 | |
| Max drawdowni | 44.32% | 66.34% | |
| Current drawdowni | 15.94% | 2.28% | |
| Avg drawdowni | 9.68% | 15.47% | |
| Ulcer Indexi | 13.72% | 22.78% | |
| Max daily dropi | 11.63% | 18.76% | |
| Max wkly dropi | 15.46% | 28.36% |
| Category | GOOGL | NVDA |
|---|---|---|
| Company | Alphabet Inc. | NVIDIA Corporation |
| Sector | Communication Services | Technology |
| Industry | Internet Content & Information | Semiconductors |
| Core business | Search and advertising, YouTube, Google Cloud, and Waymo, with a long-running investment in custom AI silicon (TPUs) that reduces reliance on third-party GPU suppliers for its own AI workloads. | Designs GPUs and AI accelerators that power the majority of AI training and inference workloads globally, plus networking hardware and software (CUDA) that lock customers into its ecosystem. |
| Investor focus | Search ad resilience against AI-driven query shifts, Google Cloud growth and margins, TPU adoption both internally and externally, and Gemini model competitiveness. | Data center revenue growth, GPU demand from hyperscalers, gross margin trends, competitive threats from custom ASICs like Google's TPUs, and export/geopolitical restrictions. |
- Dominant, highly profitable search and advertising business that still funds massive AI investment
- One of the few companies with a credible in-house alternative to NVIDIA GPUs (TPUs), reducing supplier dependency
- Google Cloud growing quickly with AI infrastructure demand from both internal and external customers
- Dominant market share in AI training hardware with a deeply entrenched software moat (CUDA)
- Continues to sell substantial GPU volume to Google Cloud even as Google develops its own TPUs
- High gross margins and pricing power from being the default choice for cutting-edge AI compute
- Search query behavior shifting toward AI chat interfaces, potentially disrupting the core ad model
- Google Cloud remains the smallest of the major hyperscalers by revenue despite fast growth
- Regulatory and antitrust pressure on search and advertising practices
- Google's TPUs are the most mature and credible in-house alternative to NVIDIA GPUs among all hyperscalers
- Customer concentration among a handful of hyperscalers driving an outsized share of data center revenue
- Cyclicality risk if AI infrastructure capex growth decelerates faster than expected
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