NBIS vs TSLA: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Tesla, 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
Tesla, Inc. · Consumer Cyclical
$372.11
+45.0% upside to fair value
Med Conviction
Grade C
Valuation & Fundamentals
| Metric |
NBIS |
TSLA |
| Current Price |
$217.99 |
$372.11 |
| Fair Value Estimate |
$316.09 |
$539.56 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$52.3B |
$1,469.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
121.7x
|
| Price / Sales |
38.6x
|
14.2x
|
| Price / FCF |
—
|
209.1x
|
| Revenue Growth YoY |
+454.0%
|
+25.5%
|
| Gross Margin |
58.6%
|
18.9%
|
| Operating Margin |
-49.3%
|
4.2%
|
| Return on Equity |
0.9%
|
4.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
0.48%
|
| 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…
Tesla, Inc. designs, manufactures and sells electric vehicles and energy generation and storage systems, operating through Automotive and Energy Generation and Storage segments with 134,785 full-time employees and a market capitalization of $1,469.67 billion at a share price of $372.11. The business quality is mixed: revenue grew 25.5% year over year in the most recent quarter, but earnings fell …
Accumulation Zones
| Metric |
NBIS |
TSLA |
| Zone Low |
$237.07 |
$404.67 |
| Zone High |
$268.68 |
$458.63 |
| In Buy Zone? |
Yes
|
Yes
|