NBIS vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
NBIS has more upside to fair value
(+11.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NBIS |
PLTR |
| Current Price |
$218.99 |
$128.47 |
| Fair Value Estimate |
$245.00 |
$75.23 |
| Upside to Fair Value |
+11.9%
|
-41.4%
|
| Market Cap |
$52.6B |
$295.0B |
| Forward P/E |
—
|
133.8x
|
| EV / EBITDA |
—
|
124.7x
|
| Price / Sales |
59.9x
|
56.5x
|
| Price / FCF |
—
|
109.7x
|
| Revenue Growth YoY |
+684.0%
|
+84.7%
|
| Gross Margin |
48.0%
|
84.1%
|
| Operating Margin |
-68.8%
|
38.1%
|
| Return on Equity |
—
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
-4.7%
|
0.91%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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…
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
| Metric |
NBIS |
PLTR |
| Zone Low |
$184.00 |
$56.42 |
| Zone High |
$208.00 |
$63.95 |
| In Buy Zone? |
No
|
No
|