ETN vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Eaton Corporation plc · Industrials
$438.76
+32.2% 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 |
ETN |
NBIS |
| Current Price |
$438.76 |
$217.99 |
| Fair Value Estimate |
$579.99 |
$316.09 |
| Upside to Fair Value |
+32.2%
|
+45.0%
|
| Market Cap |
$170.4B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
56.8x
|
| Price / Sales |
5.7x
|
38.6x
|
| Price / FCF |
37.9x
|
—
|
| Revenue Growth YoY |
+21.4%
|
+454.0%
|
| Gross Margin |
35.9%
|
58.6%
|
| Operating Margin |
17.7%
|
-49.3%
|
| Return on Equity |
19.6%
|
0.9%
|
| Dividend Yield |
0.99% |
0% |
| FCF Yield |
2.64%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19…
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 |
ETN |
NBIS |
| Zone Low |
$434.99 |
$237.07 |
| Zone High |
$492.99 |
$268.68 |
| In Buy Zone? |
Yes
|
Yes
|