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 2026-08-06.
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
NBIS has more upside to fair value
(+11.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NBIS |
WDC |
| Current Price |
$218.99 |
$519.17 |
| Fair Value Estimate |
$245.00 |
$370.00 |
| Upside to Fair Value |
+11.9%
|
-28.7%
|
| Market Cap |
$52.6B |
$178.9B |
| Forward P/E |
—
|
27.8x
|
| EV / EBITDA |
—
|
37.3x
|
| Price / Sales |
59.9x
|
13.9x
|
| Price / FCF |
—
|
51.0x
|
| Revenue Growth YoY |
+684.0%
|
+35.7%
|
| Gross Margin |
48.0%
|
48.9%
|
| Operating Margin |
-68.8%
|
34.9%
|
| Return on Equity |
—
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
-4.7%
|
2.0%
|
| Analyst Consensus |
Buy
|
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…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
NBIS |
WDC |
| Zone Low |
$184.00 |
$278.00 |
| Zone High |
$208.00 |
$315.00 |
| In Buy Zone? |
No
|
No
|