AAPL vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Apple Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Apple Inc. · Technology
$337.02
+9.9% upside to fair value
Med Conviction
Grade B
High Quality
VS
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AAPL |
NBIS |
| Current Price |
$337.02 |
$217.99 |
| Fair Value Estimate |
$370.54 |
$316.09 |
| Upside to Fair Value |
+9.9%
|
+45.0%
|
| Market Cap |
$4,949.9B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
56.8x
|
| Price / Sales |
10.6x
|
38.6x
|
| Price / FCF |
36.2x
|
—
|
| Revenue Growth YoY |
+16.4%
|
+454.0%
|
| Gross Margin |
48.7%
|
58.6%
|
| Operating Margin |
33.2%
|
-49.3%
|
| Return on Equity |
137.2%
|
0.9%
|
| Dividend Yield |
0.31% |
0% |
| FCF Yield |
2.76%
|
—
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
AAPL |
NBIS |
| Zone Low |
$277.91 |
$237.07 |
| Zone High |
$314.96 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|