NBIS vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
Valuation & Fundamentals
| Metric |
NBIS |
NVDA |
| Current Price |
$217.99 |
$225.07 |
| Fair Value Estimate |
$316.09 |
$326.35 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$52.3B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
23.4x
|
| Price / Sales |
38.6x
|
18.0x
|
| Price / FCF |
—
|
42.9x
|
| Revenue Growth YoY |
+454.0%
|
+105.9%
|
| Gross Margin |
58.6%
|
74.7%
|
| Operating Margin |
-49.3%
|
65.2%
|
| Return on Equity |
0.9%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
—
|
2.33%
|
| 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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
NBIS |
NVDA |
| Zone Low |
$237.07 |
$244.76 |
| Zone High |
$268.68 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|