COMPARE · Data as of August 21, 2026
NBIS vs PINS
Verdict: Side-by-side breakdown using the Bull Rankings model. NBIS scored 62.2, PINS scored 68.8 — PINS leads.
Compare another set
NBIS
Nebius Group N.V.
62.2
$219.13 · $59.6B
Score gap
6.6
PINS leads
PINS
Pinterest, Inc.
68.8
$23.40 · $13.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNBIS+53.4%
- Strongest balance sheetPINS0.41
- Highest qualityPINS62 / 100
- Largest discount to fair valuePINS-53%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
NBIS
stronger →← stronger
PINS
40
Qualityreturns · margins · balance sheet
62
98
Growthrevenue & earnings expansion
86
62
Valuevaluation vs sector peers
61
NBIS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NBIS
PINS
-$3.2bF
FCF
$1.3bC+
+53.4%A
Rev
+16.6%B+
0.99C+
D/E
0.41B+
44.0xD
P/S
—
0.63A-
PEG
0.36A
—
P/E
68.8xC
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
NBIS
PINS
—
Price vs fair valuelower is cheaper
53% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
—
1-yr DCF upside
+76%
—
5-yr DCF upside
+114%
—
10-yr DCF upside
+185%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NBIS
Why this score
- Buying back stock
- Short track record
PINS
No notable signals flagged.
The companies
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.
PINSPinterest, Inc.
Why now
Internet Content & Information · market cap $13.3b. Down 39% from 52-week high of $38.57 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 36 sell-side analysts rate this a Buy with a mean 1-yr target of $28.99 (implying +24% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 68.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 NBIS and PINS diverge
On the headline score the gap is 6.6 points in favor of PINS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityNBIS 39.7 · PINS 62.3PINS +22.6
- GrowthNBIS 98.0 · PINS 85.8NBIS +12.2
- ValueNBIS 61.7 · PINS 60.8level
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.