NBIS vs V: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
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 |
V |
| Current Price |
$217.99 |
$368.29 |
| Fair Value Estimate |
$316.09 |
$463.00 |
| Upside to Fair Value |
+45.0%
|
+25.7%
|
| Market Cap |
$52.3B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
24.0x
|
| Price / Sales |
38.6x
|
15.5x
|
| Price / FCF |
—
|
33.5x
|
| Revenue Growth YoY |
+454.0%
|
+14.4%
|
| Gross Margin |
58.6%
|
80.2%
|
| Operating Margin |
-49.3%
|
60.7%
|
| Return on Equity |
0.9%
|
61.3%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
—
|
2.98%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
NBIS |
V |
| Zone Low |
$237.07 |
$347.25 |
| Zone High |
$268.68 |
$393.55 |
| In Buy Zone? |
Yes
|
Yes
|