NBIS vs WDC: Which Is the Better Buy?
Side-by-side comparison of Nebius Group N.V. and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
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 |
WDC |
| Current Price |
$217.99 |
$441.36 |
| Fair Value Estimate |
$316.09 |
$367.30 |
| Upside to Fair Value |
+45.0%
|
-16.8%
|
| Market Cap |
$52.3B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
56.8x
|
17.4x
|
| Price / Sales |
38.6x
|
11.8x
|
| Price / FCF |
—
|
47.3x
|
| Revenue Growth YoY |
+454.0%
|
+43.8%
|
| Gross Margin |
58.6%
|
48.9%
|
| Operating Margin |
-49.3%
|
34.9%
|
| Return on Equity |
0.9%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
—
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
NBIS |
WDC |
| Zone Low |
$237.07 |
$275.48 |
| Zone High |
$268.68 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|