AVGO vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Broadcom Inc. · Technology
$354.99
+15.1% 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 |
AVGO |
NBIS |
| Current Price |
$354.99 |
$217.99 |
| Fair Value Estimate |
$408.70 |
$316.09 |
| Upside to Fair Value |
+15.1%
|
+45.0%
|
| Market Cap |
$1,688.9B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
56.8x
|
| Price / Sales |
18.9x
|
38.6x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+85.5%
|
+454.0%
|
| Gross Margin |
67.7%
|
58.6%
|
| Operating Margin |
48.3%
|
-49.3%
|
| Return on Equity |
43.9%
|
0.9%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
2.33%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
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 |
AVGO |
NBIS |
| Zone Low |
$306.52 |
$237.07 |
| Zone High |
$347.39 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|