BA vs NBIS: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
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.
See all research →
Valuation & Fundamentals
| Metric |
BA |
NBIS |
| Current Price |
$201.15 |
$217.99 |
| Fair Value Estimate |
$265.00 |
$316.09 |
| Upside to Fair Value |
+31.7%
|
+45.0%
|
| Market Cap |
$159.0B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
56.8x
|
| Price / Sales |
1.7x
|
38.6x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+8.0%
|
+454.0%
|
| Gross Margin |
4.7%
|
58.6%
|
| Operating Margin |
-5.4%
|
-49.3%
|
| Return on Equity |
104.8%
|
0.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
NBIS |
| Zone Low |
$198.75 |
$237.07 |
| Zone High |
$225.25 |
$268.68 |
| In Buy Zone? |
Yes
|
Yes
|