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 2026-08-06.
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
VS
Visa Inc. · Financial Services
$327.24
+27.8% upside to fair value
Grade A
High Quality
QuantHub Verdict
V has more upside to fair value
(+27.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NBIS |
V |
| Current Price |
$218.99 |
$327.24 |
| Fair Value Estimate |
$245.00 |
$418.15 |
| Upside to Fair Value |
+11.9%
|
+27.8%
|
| Market Cap |
$52.6B |
$627.3B |
| Forward P/E |
—
|
28.2x
|
| EV / EBITDA |
—
|
22.6x
|
| Price / Sales |
59.9x
|
14.6x
|
| Price / FCF |
—
|
29.6x
|
| Revenue Growth YoY |
+684.0%
|
+17.1%
|
| Gross Margin |
48.0%
|
81.3%
|
| Operating Margin |
-68.8%
|
61.1%
|
| Return on Equity |
—
|
58.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
-4.7%
|
3.38%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Nebius Group is a fast-scaling neocloud GPU infrastructure provider spun out of Yandex's international assets, positioned at the center of the AI compute buildout with a validated capital relationship to Nvidia, which holds a 9.3% stake following a $2 billion investment. Revenue grew 684% year over year in Q1 2026 to $399 million, core AI cloud ARR reached $1.92 billion, and the company has locke…
Visa Inc. operates a global payments network that facilitates electronic funds transfers worldwide, primarily through credit and debit cards. The company benefits from a very strong and widening moat driven by its extensive global card network and acceptance infrastructure, supported by a shareholder-friendly capital allocation policy including high buybacks and dividends. Visa's business quality…
Accumulation Zones
| Metric |
NBIS |
V |
| Zone Low |
$184.00 |
$313.61 |
| Zone High |
$208.00 |
$355.43 |
| In Buy Zone? |
No
|
Yes
|