Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NBIS
SellNebius Group N.V. · Communication Services · Netherlands · $56.9B · Avg Vol: $5.2B/d
COMPANY DESCRIPTION
Nebius Group N.V. is a technology company specializing in cloud infrastructure and services, offering a suite of solutions including compute, storage, and networking capabilities to businesses. The company aims to compete by providing scalable and secure cloud platforms, potentially targeting specific industry verticals or geographic regions. Its success relies on its ability to attract and retain enterprise customers in a highly competitive cloud computing market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 13.5M | 9.8M | 91.5M | 529.8M | 239.8% | 1.4B | 3.4B | 12.0B | 375.1% |
| EPS | 1.44 | 0.61 | -2.74 | 0.40 | -34.6% | -0.07 | — | — | — |
| Shares | 361.5M | 361.5M | 235.8M | 253.0M | -30.0% | 238.4M | — | — | — |
| Debt | 1.4B | 26.2M | 49.5M | 5.0B | 52.9% | 10.2B | — | — | — |
| Equity | 4.2B | 3.3B | 3.3B | 4.6B | 2.7% | — | — | — | — |
| Op CF | 697.0M | 829.8M | 245.6M | 384.8M | -18.0% | 5.3B | — | — | — |
| Inv CF | -403.1M | -1.2B | 311.6M | -4.2B | — | — | — | — | — |
| Fin CF | -100.3M | 375.6M | 825.5M | 5.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of NBIS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NBIS | Nebius Group N.V.(you) | $56.9B | 21 | Sell |
| 9888.HK | Baidu, Inc. | $33.1B | 20 | Strong Sell |
| 035720.KS | Kakao Corp. | $11.5B | 21 | Sell |
| SPOT | Spotify Technology S.A. | $112.6B | 45 | Hold |
| ZG | Zillow Group, Inc. | $8.2B | 17 | Strong Sell |
| 035420.KS | NAVER Corporation | $23.8B | 46 | Hold |
| 1SI.DE | Snap Inc. | $9.2B | 28 | Sell |
| 1698.HK | Tencent Music Entertainment Group | $14.3B | 42 | Hold |
| VEND.OL | Vend Marketplaces ASA | $5.6B | 18 | Strong Sell |
| 9626.HK | Bilibili Inc. | $7.0B | 30 | Sell |
Peer medians: ROE 7.3% · P/E 16.9x · Gross margin 45.9%