COMPARE · Data as of August 21, 2026
GOOG vs NBIS
Verdict: Side-by-side breakdown using the Bull Rankings model. GOOG scored 67.9, NBIS scored 62.2 — GOOG leads.
Compare another set
GOOG
Alphabet Inc.
67.9
$341.75 · $4.2T
fundamentals as of
Score gap
5.7
GOOG leads
NBIS
Nebius Group N.V.
62.2
$219.13 · $59.6B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNBIS+53.4%
- Strongest balance sheetGOOG0.19
- Highest qualityGOOG85 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GOOG
stronger →← stronger
NBIS
85
Qualityreturns · margins · balance sheet
40
61
Growthrevenue & earnings expansion
98
61
Valuevaluation vs sector peers
62
NBIS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GOOG
NBIS
$53.3bA
FCF
-$3.2bF
+20.1%A-
Rev
+53.4%A
0.19A-
D/E
0.99C+
17.2xB
P/E
—
0.93B+
PEG
0.63A-
—
P/S
44.0xD
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
661% above
Price vs fair valuelower is cheaper
—
~53%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-85%
1-yr DCF upside
—
-87%
5-yr DCF upside
—
-89%
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.
Why now
Internet Content & Information · market cap $4.2T. 16% off the 52-week high of $404.47. Revenue growing +20%, comfortably above the S&P median. PEG 0.93 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $422.34 (implying +24% 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. $4.2T 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
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
NBISNebius Group N.V.
Why now
Internet Content & Information · market cap $59.6b. Down 27% from 52-week high of $299.86 — deep drawdown territory. Revenue growing +53% — in hypergrowth territory. PEG 0.63 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $271.85 (implying +24% upside).
Moat
$59.6b 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 (-$3.2b) — capital raises or debt issuance likely required; dilution / leverage risk. Beta 1.43 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 44.0x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 5.7 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 85.3 · NBIS 39.7GOOG +45.6
- GrowthGOOG 60.7 · NBIS 98.0NBIS +37.3
- ValueGOOG 60.6 · NBIS 61.7level
Pillars run 0–100 against sector peers, so a 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.