JNJ vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
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.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
NBIS |
| Current Price |
$270.68 |
$217.99 |
| Fair Value Estimate |
$286.05 |
$316.09 |
| Upside to Fair Value |
+5.7%
|
+45.0%
|
| Market Cap |
$652.3B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
56.8x
|
| Price / Sales |
6.7x
|
38.6x
|
| Price / FCF |
35.3x
|
—
|
| Revenue Growth YoY |
+6.6%
|
+454.0%
|
| Gross Margin |
67.9%
|
58.6%
|
| Operating Margin |
26.8%
|
-49.3%
|
| Return on Equity |
25.7%
|
0.9%
|
| Dividend Yield |
1.95% |
0% |
| FCF Yield |
2.83%
|
—
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
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 |
JNJ |
NBIS |
| Zone Low |
$214.54 |
$237.07 |
| Zone High |
$243.14 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|