Verdict: Side-by-side breakdown using the Bull Rankings model. GOOG scored 80.4, NBIS scored 38.3 — GOOG leads.
Compare another set
Different reporting periods. GOOG's fundamentals are as of June 2026, but NBIS's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GOOG
Alphabet Inc.
Internet Content & Information · Quality-Growth
80.4
$347.86 · $4.3T
fundamentals as of
Score gap
42.1
GOOG leads
NBIS
Nebius Group N.V.
Internet Content & Information · Quality-Growth
38.3
$221.07 · $60.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthNBIS+479.0%
Strongest balance sheetGOOG0.19
Highest qualityGOOG84 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GOOG
stronger →← stronger
NBIS
84
Qualityreturns · margins · balance sheet
30
91
Growthrevenue & earnings expansion
100
68
Valuevaluation vs sector peers
19
GOOG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GOOG
NBIS
$53.3bA
FCF
-$3.8bF
+20.1%A-
Rev
+479.0%A
0.19A-
D/E
0.99C+
17.5xB
P/E
—
1.21B
PEG
0.51A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GOOG
NBIS
344% above
Price vs fair valuelower is cheaper
—
~54%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
-82%
1-yr DCF upside
—
-77%
5-yr DCF upside
—
-70%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GOOG
Why this score
Durable high returns
NBIS
Why this score
Buying back stock
Short track record
The companies
GOOGAlphabet Inc.
Internet Content & Information · $347.86 · beta 1.21
Why now
Internet Content & Information · market cap $4.3T. 14% off the 52-week high of $404.47. Revenue growing +20%, comfortably above the S&P median. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $420.36 (implying +21% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.3T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
NBISNebius Group N.V.
Internet Content & Information · $221.07 · beta 1.46
Why now
Internet Content & Information · market cap $60.1b. Down 26% from 52-week high of $299.86 — deep drawdown territory. Revenue growing +479% — in hypergrowth territory. PEG 0.51 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $283.60 (implying +28% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. $60.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Free cash flow is negative (-$3.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 172.7x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where GOOG and NBIS diverge
On the headline score the gap is 42.1 points in favor of GOOG. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityGOOG 84.4 · NBIS 29.9GOOG +54.5
ValueGOOG 67.9 · NBIS 18.8GOOG +49.1
GrowthGOOG 90.5 · NBIS 100.0NBIS +9.5
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is GOOG or NBIS the better stock?
GOOG scores higher: GOOG 80.4, NBIS 38.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do GOOG and NBIS differ most?
The widest gap is quality, where GOOG leads by 55 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are GOOG and NBIS scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.