MongoDB, Inc. (MDB) vs Nebius Group N.V. (NBIS)

MongoDB, Inc. and Nebius Group N.V. are both Software Infrastructure companies. Nebius Group N.V. is the larger, with a market value of $46.3B against $28.1B — 1.6× the size. MongoDB, Inc. trades at the lower P/E: 473× against 657×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 25.5%. Nebius Group N.V. has the higher net margin (3.13% vs 2.12%) and the lower return on invested capital (−3.94% vs −1.60%). Across the 21 metrics below, MongoDB, Inc. leads on 14 and Nebius Group N.V. on 7.

Valuation

Metric MDB NBIS Software Infrastructure median
P/E 472.91 657.35 24.17
P/S 10.12 35.36 3.07
P/B 9.45 4.63 2.92
Price to free cash flow 42.75 n/m 16.59
EV/EBITDA 1,219.85 341.25 14.11
EV/Sales 10.07 35.73 2.91
Earnings yield 0.21% 0.15% 0.00%
Free cash flow yield 2.34% (12.27%) 0.30%

Profitability

Metric MDB NBIS Software Infrastructure median
Gross margin 72.69% 74.26% 59.21%
Operating margin (0.52%) (50.48%) 0.00%
Net margin 2.12% 3.13% 0.00%
Free cash flow margin 23.68% (433.81%) 0.00%
Return on equity 1.99% 0.60% 0.00%
Return on assets 1.61% 0.26% 0.00%
Return on invested capital (1.60%) (3.94%) 0.00%

Growth

Metric MDB NBIS Software Infrastructure median
Revenue growth (TTM) 25.45% 511.51% 12.44%
EPS growth (last fiscal year) 49.13% 117.52% 20.22%
Revenue growth, 5-year CAGR 33.07% (29.09%) 15.74%
Net income growth, 5-year CAGR 0.00% (24.90%) 0.00%

Health

Metric MDB NBIS Software Infrastructure median
Debt to equity 0.00 0.83 0.04
Current ratio 4.87 4.03 1.53
Net debt to EBITDA 23.98 (2.60) 0.06

Dividend

Metric MDB NBIS Software Infrastructure median
Dividend yield — — 1.04%
Payout ratio — — 0.29

Size

Metric MDB NBIS Software Infrastructure median
Market cap 28.09b 46.28b 646.36m

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