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 2026-09-26.
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% 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 |
PLTR |
| Current Price |
$217.99 |
$189.67 |
| Fair Value Estimate |
$316.09 |
$194.30 |
| Upside to Fair Value |
+45.0%
|
+2.4%
|
| Market Cap |
$52.3B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
139.9x
|
| Price / Sales |
38.6x
|
70.7x
|
| Price / FCF |
—
|
135.3x
|
| Revenue Growth YoY |
+454.0%
|
+92.8%
|
| Gross Margin |
58.6%
|
84.8%
|
| Operating Margin |
-49.3%
|
42.8%
|
| Return on Equity |
0.9%
|
37.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
NBIS |
PLTR |
| Zone Low |
$237.07 |
$145.73 |
| Zone High |
$268.68 |
$165.16 |
| In Buy Zone? |
Yes
|
No
|