GE vs NBIS: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
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 |
GE |
NBIS |
| Current Price |
$360.35 |
$218.99 |
| Fair Value Estimate |
$267.03 |
$245.00 |
| Upside to Fair Value |
-25.9%
|
+11.9%
|
| Market Cap |
$376.5B |
$52.6B |
| Forward P/E |
42.3x
|
—
|
| EV / EBITDA |
33.4x
|
—
|
| Price / Sales |
7.8x
|
59.9x
|
| Price / FCF |
50.5x
|
—
|
| Revenue Growth YoY |
+21.1%
|
+684.0%
|
| Gross Margin |
36.1%
|
48.0%
|
| Operating Margin |
21.0%
|
-68.8%
|
| Return on Equity |
46.2%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
-4.7%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
NBIS |
| Zone Low |
$200.27 |
$184.00 |
| Zone High |
$226.98 |
$208.00 |
| In Buy Zone? |
No
|
No
|