NBIS vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
VS
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
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 |
NBIS |
NFLX |
| Current Price |
$217.99 |
$76.41 |
| Fair Value Estimate |
$316.09 |
$110.00 |
| Upside to Fair Value |
+45.0%
|
+44.0%
|
| Market Cap |
$52.3B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
10.6x
|
| Price / Sales |
38.6x
|
6.6x
|
| Price / FCF |
—
|
29.1x
|
| Revenue Growth YoY |
+454.0%
|
+13.4%
|
| Gross Margin |
58.6%
|
49.1%
|
| Operating Margin |
-49.3%
|
29.7%
|
| Return on Equity |
0.9%
|
48.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.44%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
NBIS |
NFLX |
| Zone Low |
$237.07 |
$82.50 |
| Zone High |
$268.68 |
$93.50 |
| In Buy Zone? |
Yes
|
Yes
|