CrowdStrike (CRWD) vs Nebius Group N.V. (NBIS)
- CrowdStrike CRWD 227.39 −7.02%
- Nebius Group N.V. NBIS 165.47 −12.18%
CrowdStrike and Nebius Group N.V. are both Software Infrastructure companies. CrowdStrike is the larger, with a market value of $250.4B against $51.2B — 4.9× the size. Nebius Group N.V. trades at the lower P/E: 636× against 6,460×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 24.3%. Nebius Group N.V. has the higher net margin (3.13% vs 0.83%) and the higher return on invested capital (−3.94% vs −9.53%). Across the 21 metrics below, Nebius Group N.V. leads on 11 and CrowdStrike on 10.
Valuation
Profitability
| Metric | CRWD | NBIS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 75.19% | 74.26% | 61.00% |
| Operating margin | (2.46%) | (50.48%) | 0.00% |
| Net margin | 0.83% | 3.13% | 0.00% |
| Free cash flow margin | 28.01% | (433.81%) | 1.67% |
| Return on equity | 1.01% | 0.60% | 0.60% |
| Return on assets | 0.42% | 0.26% | 0.00% |
| Return on invested capital | (9.53%) | (3.94%) | 0.00% |
Growth
Health
Dividend
Size
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