GOOGL 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 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% 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 |
GOOGL |
NBIS |
| Current Price |
$342.36 |
$217.99 |
| Fair Value Estimate |
$399.26 |
$316.09 |
| Upside to Fair Value |
+16.6%
|
+45.0%
|
| Market Cap |
$4,143.3B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
56.8x
|
| Price / Sales |
9.3x
|
38.6x
|
| Price / FCF |
78.1x
|
—
|
| Revenue Growth YoY |
+24.2%
|
+454.0%
|
| Gross Margin |
60.9%
|
58.6%
|
| Operating Margin |
33.1%
|
-49.3%
|
| Return on Equity |
50.8%
|
0.9%
|
| Dividend Yield |
0.25% |
0% |
| FCF Yield |
1.28%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
NBIS |
| Zone Low |
$299.44 |
$237.07 |
| Zone High |
$339.37 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|