DDOG vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Datadog, Inc. · Technology
$256.92
+28.7% upside to fair value
Med Conviction
Grade C
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.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
NBIS |
| Current Price |
$256.92 |
$217.99 |
| Fair Value Estimate |
$330.72 |
$316.09 |
| Upside to Fair Value |
+28.7%
|
+45.0%
|
| Market Cap |
$91.5B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
350.6x
|
56.8x
|
| Price / Sales |
23.1x
|
38.6x
|
| Price / FCF |
78.9x
|
—
|
| Revenue Growth YoY |
+35.6%
|
+454.0%
|
| Gross Margin |
79.5%
|
58.6%
|
| Operating Margin |
0.4%
|
-49.3%
|
| Return on Equity |
4.6%
|
0.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.27%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Datadog is a cloud observability platform that unifies infrastructure monitoring, application performance management, log management, security, and incident response into a single SaaS offering used by developers and IT operations teams across North America and internationally. The business quality is high on the top line: revenue grew 35.6% year over year in the most recent quarter, TTM gross ma…
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 |
DDOG |
NBIS |
| Zone Low |
$248.04 |
$237.07 |
| Zone High |
$281.11 |
$268.68 |
| In Buy Zone? |
Yes
|
Yes
|