MU vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
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 |
MU |
NBIS |
| Current Price |
$1,048.51 |
$218.99 |
| Fair Value Estimate |
$576.68 |
$245.00 |
| Upside to Fair Value |
-45.0%
|
+11.9%
|
| Market Cap |
$1,182.4B |
$52.6B |
| Forward P/E |
23.4x
|
—
|
| EV / EBITDA |
25.9x
|
—
|
| Price / Sales |
13.1x
|
59.9x
|
| Price / FCF |
25.8x
|
—
|
| Revenue Growth YoY |
+345.7%
|
+684.0%
|
| Gross Margin |
72.6%
|
48.0%
|
| Operating Margin |
65.7%
|
-68.8%
|
| Return on Equity |
70.5%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.87%
|
-4.7%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
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 |
MU |
NBIS |
| Zone Low |
$432.51 |
$184.00 |
| Zone High |
$490.18 |
$208.00 |
| In Buy Zone? |
No
|
No
|