INTU vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Intuit Inc. · Technology
$279.70
+45.0% upside to fair value
Grade A
High Quality
VS
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
INTU |
NBIS |
| Current Price |
$279.70 |
$218.99 |
| Fair Value Estimate |
$405.56 |
$245.00 |
| Upside to Fair Value |
+45.0%
|
+11.9%
|
| Market Cap |
$76.5B |
$52.6B |
| Forward P/E |
16.9x
|
—
|
| EV / EBITDA |
11.2x
|
—
|
| Price / Sales |
3.7x
|
59.9x
|
| Price / FCF |
9.9x
|
—
|
| Revenue Growth YoY |
+10.4%
|
+684.0%
|
| Gross Margin |
81.0%
|
48.0%
|
| Operating Margin |
27.5%
|
-68.8%
|
| Return on Equity |
23.3%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.08%
|
-4.7%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Intuit Inc. is a leading technology company specializing in software applications for financial management, including popular products like TurboTax and QuickBooks. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, high gross margins of 81%, and a robust return on equity of 23.3%. Despite a moderate revenue growth of 10.4% and ea…
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 |
INTU |
NBIS |
| Zone Low |
$304.17 |
$184.00 |
| Zone High |
$344.73 |
$208.00 |
| In Buy Zone? |
Yes
|
No
|