NBIS vs PANW: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Palo Alto Networks, Inc. — 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
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
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 |
NBIS |
PANW |
| Current Price |
$217.99 |
$374.74 |
| Fair Value Estimate |
$316.09 |
$355.11 |
| Upside to Fair Value |
+45.0%
|
-5.2%
|
| Market Cap |
$52.3B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
569.8x
|
| Price / Sales |
38.6x
|
26.6x
|
| Price / FCF |
—
|
64.0x
|
| Revenue Growth YoY |
+454.0%
|
+34.4%
|
| Gross Margin |
58.6%
|
70.4%
|
| Operating Margin |
-49.3%
|
6.1%
|
| Return on Equity |
0.9%
|
1.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.56%
|
| 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…
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
NBIS |
PANW |
| Zone Low |
$237.07 |
$266.33 |
| Zone High |
$268.68 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|