Side by sideNVIDIA (NVDA) and Alphabet (GOOGL)Memos of October 16, 2026 and October 11, 2026
NVIDIA vs Alphabet stock: the numbers side by side (October 2026)
How do NVIDIA and Alphabet compare?
| NVIDIA NVDA | Alphabet GOOGL | |
|---|---|---|
| Revenue growth | 65.5%Jan 2026 | 15.1%2025 |
| Operating margin | 60.4%Jan 2026 | 32.0%2025 |
| Free cash flow | 96,676US$ millions · Jan 2026 | 73,266US$ millions · 2025 |
| Free cash flow yield | 1.9%Today (Oct 16, 2026) | 1.7%Today (Oct 11, 2026) |
| Dividend yield | 0.5%Today (Oct 16, 2026) | 0.3%Today (Oct 11, 2026) |
| P/E, last 12 months | 27.4xToday (Oct 16, 2026) | 17.6xToday (Oct 11, 2026) |
| P/E, next 12 months | 13.7xToday (Oct 16, 2026) | 23.2xToday (Oct 11, 2026) |
| Weighted price forecast, about 1 year | 284.31 (+32 %)October 2027 | 376.88 (+7%)October 2027 |
| Weighted price forecast, about 3 years | 395.86 (+84 %)October 2029 | 510.69 (+46%)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | NVIDIA | The higher figure |
| Operating margin | NVIDIA | The higher figure |
| Free cash flow | NVIDIA | The higher figure |
| Free cash flow yield | NVIDIA | The higher figure |
| Dividend yield | NVIDIA | The higher figure |
| P/E, last 12 months | Alphabet | The lower figure |
| P/E, next 12 months | NVIDIA | The lower figure |
| Weighted price forecast, about 1 year | NVIDIA | The higher weighted return |
| Weighted price forecast, about 3 years | NVIDIA | The higher weighted return |
What does each company do?
NVIDIA sells connected computing platforms—GPUs, networking, systems and software—to cloud providers, server makers and businesses.
NVIDIA (NVDA), from our memo of October 16, 2026 · NVIDIA stock forecast
Alphabet sells advertising to businesses, subscriptions and digital services to consumers, and computing and workplace tools to businesses.
Alphabet (GOOGL), from our memo of October 11, 2026 · Alphabet stock forecast