CRWD vs NBIS: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
NBIS |
| Current Price |
$191.12 |
$218.99 |
| Fair Value Estimate |
$253.64 |
$245.00 |
| Upside to Fair Value |
+32.7%
|
+11.9%
|
| Market Cap |
$194.6B |
$52.6B |
| Forward P/E |
-4023.6x
|
—
|
| EV / EBITDA |
570.3x
|
—
|
| Price / Sales |
38.2x
|
59.9x
|
| Price / FCF |
134.0x
|
—
|
| Revenue Growth YoY |
+25.6%
|
+684.0%
|
| Gross Margin |
75.0%
|
48.0%
|
| Operating Margin |
-3.9%
|
-68.8%
|
| Return on Equity |
-0.6%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
-4.7%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Nebius Group is a fast-scaling neocloud GPU infrastructure provider spun out of Yandex's international assets, positioned at the center of the AI compute buildout with a validated capital relationship to Nvidia, which holds a 9.3% stake following a $2 billion investment. Revenue grew 684% year over year in Q1 2026 to $399 million, core AI cloud ARR reached $1.92 billion, and the company has locke…
Accumulation Zones
| Metric |
CRWD |
NBIS |
| Zone Low |
$190.23 |
$184.00 |
| Zone High |
$215.59 |
$208.00 |
| In Buy Zone? |
Yes
|
No
|