NBIS vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
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 |
VRTV |
| Current Price |
$217.99 |
$169.99 |
| Fair Value Estimate |
$316.09 |
$93.49 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$52.3B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
5.4x
|
| Price / Sales |
38.6x
|
0.4x
|
| Price / FCF |
—
|
10.4x
|
| Revenue Growth YoY |
+454.0%
|
-19.0%
|
| Gross Margin |
58.6%
|
22.7%
|
| Operating Margin |
-49.3%
|
5.9%
|
| Return on Equity |
0.9%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
—
|
9.57%
|
| 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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
NBIS |
VRTV |
| Zone Low |
$237.07 |
$70.12 |
| Zone High |
$268.68 |
$79.47 |
| In Buy Zone? |
Yes
|
No
|