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Global Payments Inc. (GPN) vs Nebius Group N.V. (NBIS)

Global Payments Inc. and Nebius Group N.V. are both Software Infrastructure companies. Nebius Group N.V. is the larger, with a market value of $35.2B against $25.8B — 1.4× the size. Global Payments Inc. has negative trailing earnings, so its P/E is not meaningful; Nebius Group N.V. trades at 542×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 60.6%. Nebius Group N.V. has the higher net margin (3.13% vs −11.2%) and the lower return on invested capital (−3.94% vs 1.20%). Across the 20 metrics below, Global Payments Inc. leads on 10 and Nebius Group N.V. on 10.

Valuation

Metric GPN NBIS Software Infrastructure median
P/E n/m 542.08 24.97
P/S 2.26 29.16 2.74
P/B 1.09 3.82 2.90
Price to free cash flow n/m n/m 18.73
EV/EBITDA 11.12 282.03 14.30
EV/Sales 3.74 29.53 2.90
Earnings yield (4.61%) 0.18% 0.00%
Free cash flow yield (0.65%) (14.88%) 0.35%

Profitability

Metric GPN NBIS Software Infrastructure median
Gross margin 61.53% 74.26% 57.91%
Operating margin 6.81% (50.48%) 0.00%
Net margin (11.21%) 3.13% 0.00%
Free cash flow margin (1.47%) (433.81%) 0.00%
Return on equity (5.47%) 0.60% 0.00%
Return on assets (2.33%) 0.26% 0.00%
Return on invested capital 1.20% (3.94%) 0.00%

Growth

Metric GPN NBIS Software Infrastructure median
Revenue growth (TTM) 60.61% 511.51% 14.80%
EPS growth (last fiscal year) (6.01%) 114.46% 17.35%
Revenue growth, 5-year CAGR 0.75% (29.09%) 16.15%
Net income growth, 5-year CAGR 19.09% (24.90%) 0.00%

Health

Metric GPN NBIS Software Infrastructure median
Debt to equity 0.95 0.83 0.02
Current ratio 0.82 4.03 1.53
Net debt to EBITDA 3.98 (2.60) 0.05

Dividend

Metric GPN NBIS Software Infrastructure median
Dividend yield 1.02% — 1.12%
Payout ratio — — 0.29

Size

Metric GPN NBIS Software Infrastructure median
Market cap 25.78b 35.20b 644.83m

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