GOOG vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Alphabet Inc. · Communication Services
$355.03
-17.2% 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.
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Valuation & Fundamentals
| Metric |
GOOG |
NBIS |
| Current Price |
$355.03 |
$218.99 |
| Fair Value Estimate |
$294.10 |
$245.00 |
| Upside to Fair Value |
-17.2%
|
+11.9%
|
| Market Cap |
$4,320.1B |
$52.6B |
| Forward P/E |
27.0x
|
—
|
| EV / EBITDA |
20.0x
|
—
|
| Price / Sales |
10.2x
|
59.9x
|
| Price / FCF |
67.0x
|
—
|
| Revenue Growth YoY |
+21.8%
|
+684.0%
|
| Gross Margin |
60.4%
|
48.0%
|
| Operating Margin |
32.7%
|
-68.8%
|
| Return on Equity |
39.0%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.49%
|
-4.7%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
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 |
GOOG |
NBIS |
| Zone Low |
$220.58 |
$184.00 |
| Zone High |
$249.99 |
$208.00 |
| In Buy Zone? |
No
|
No
|