NBIS vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
Valuation & Fundamentals
| Metric |
NBIS |
ORCL |
| Current Price |
$217.99 |
$149.12 |
| Fair Value Estimate |
$316.09 |
$216.22 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$52.3B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
14.6x
|
| Price / Sales |
38.6x
|
6.0x
|
| Price / FCF |
—
|
—
|
| Revenue Growth YoY |
+454.0%
|
+29.6%
|
| Gross Margin |
58.6%
|
63.9%
|
| Operating Margin |
-49.3%
|
32.4%
|
| Return on Equity |
0.9%
|
42.6%
|
| Dividend Yield |
0% |
1.34% |
| FCF Yield |
—
|
—
|
| 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…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
NBIS |
ORCL |
| Zone Low |
$237.07 |
$162.16 |
| Zone High |
$268.68 |
$183.79 |
| In Buy Zone? |
Yes
|
Yes
|