GEV vs NBIS: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% 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.
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Valuation & Fundamentals
| Metric |
GEV |
NBIS |
| Current Price |
$1,014.75 |
$218.99 |
| Fair Value Estimate |
$850.00 |
$245.00 |
| Upside to Fair Value |
-16.2%
|
+11.9%
|
| Market Cap |
$270.3B |
$52.6B |
| Forward P/E |
34.3x
|
—
|
| EV / EBITDA |
25.6x
|
—
|
| Price / Sales |
6.6x
|
59.9x
|
| Price / FCF |
22.0x
|
—
|
| Revenue Growth YoY |
+15.0%
|
+684.0%
|
| Gross Margin |
21.3%
|
48.0%
|
| Operating Margin |
5.9%
|
-68.8%
|
| Return on Equity |
30.0%
|
—
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
-4.7%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
NBIS |
| Zone Low |
$640.00 |
$184.00 |
| Zone High |
$723.00 |
$208.00 |
| In Buy Zone? |
No
|
No
|