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 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
VS
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
NBIS has more upside to fair value
(+11.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
NBIS |
| Current Price |
$447.28 |
$218.99 |
| Fair Value Estimate |
$405.00 |
$245.00 |
| Upside to Fair Value |
-9.5%
|
+11.9%
|
| Market Cap |
$173.7B |
$52.6B |
| Forward P/E |
33.2x
|
—
|
| EV / EBITDA |
30.0x
|
—
|
| Price / Sales |
5.8x
|
59.9x
|
| Price / FCF |
38.6x
|
—
|
| Revenue Growth YoY |
+21.0%
|
+684.0%
|
| Gross Margin |
35.9%
|
48.0%
|
| Operating Margin |
17.7%
|
-68.8%
|
| Return on Equity |
18.9%
|
—
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
-4.7%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
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 |
ETN |
NBIS |
| Zone Low |
$305.00 |
$184.00 |
| Zone High |
$345.00 |
$208.00 |
| In Buy Zone? |
No
|
No
|