NBIS vs VRT: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$253.28
+8.2% 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.
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Valuation & Fundamentals
| Metric |
NBIS |
VRT |
| Current Price |
$217.99 |
$253.28 |
| Fair Value Estimate |
$316.09 |
$274.15 |
| Upside to Fair Value |
+45.0%
|
+8.2%
|
| Market Cap |
$52.3B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
38.8x
|
| Price / Sales |
38.6x
|
8.5x
|
| Price / FCF |
—
|
33.3x
|
| Revenue Growth YoY |
+454.0%
|
+24.1%
|
| Gross Margin |
58.6%
|
37.5%
|
| Operating Margin |
-49.3%
|
19.1%
|
| Return on Equity |
0.9%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
—
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
NBIS |
VRT |
| Zone Low |
$237.07 |
$205.61 |
| Zone High |
$268.68 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|