NBIS vs SBUX: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
VS
Starbucks Corporation · Consumer Cyclical
$96.67
+12.3% upside to fair value
Med Conviction
Grade C
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 |
SBUX |
| Current Price |
$217.99 |
$96.67 |
| Fair Value Estimate |
$316.09 |
$108.52 |
| Upside to Fair Value |
+45.0%
|
+12.3%
|
| Market Cap |
$52.3B |
$110.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
22.0x
|
| Price / Sales |
38.6x
|
2.9x
|
| Price / FCF |
—
|
30.4x
|
| Revenue Growth YoY |
+454.0%
|
-1.4%
|
| Gross Margin |
58.6%
|
31.7%
|
| Operating Margin |
-49.3%
|
9.4%
|
| Return on Equity |
0.9%
|
-24.3%
|
| Dividend Yield |
0% |
2.57% |
| FCF Yield |
—
|
3.29%
|
| Analyst Consensus |
Strong Buy
|
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…
Starbucks is the world's largest specialty coffee retailer, operating company-owned and licensed coffeehouses across North America, International, and Channel Development segments, with a brand that has historically supported premium pricing and global scale. The business quality is currently strained: revenue declined 1.4% year over year in the most recent quarter, TTM operating margin is 9.4%, …
Accumulation Zones
| Metric |
NBIS |
SBUX |
| Zone Low |
$237.07 |
$81.39 |
| Zone High |
$268.68 |
$92.24 |
| In Buy Zone? |
Yes
|
No
|