NBIS vs TTD: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and The Trade Desk, Inc. — 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
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% 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 |
TTD |
| Current Price |
$217.99 |
$14.26 |
| Fair Value Estimate |
$316.09 |
$14.00 |
| Upside to Fair Value |
+45.0%
|
-1.8%
|
| Market Cap |
$52.3B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
7.5x
|
| Price / Sales |
38.6x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+454.0%
|
+3.0%
|
| Gross Margin |
58.6%
|
83.0%
|
| Operating Margin |
-49.3%
|
19.6%
|
| Return on Equity |
0.9%
|
16.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
12.89%
|
| 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…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
NBIS |
TTD |
| Zone Low |
$237.07 |
$10.50 |
| Zone High |
$268.68 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|