Nebius Group N.V. (NBIS) vs NetApp, Inc. (NTAP)
Nebius Group N.V. and NetApp, Inc. are both Software Infrastructure companies. Nebius Group N.V. is the larger, with a market value of $67.5B against $38.8B — 1.7× the size. NetApp, Inc. trades at the lower P/E: 28.0× against 913×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 12.2%. NetApp, Inc. has the higher net margin (19.2% vs 3.13%) and the higher return on invested capital (283.9% vs −3.94%). Across the 21 metrics below, NetApp, Inc. leads on 14 and Nebius Group N.V. on 7.
Valuation
Profitability
| Metric | NBIS | NTAP | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 74.26% | 70.63% | 61.23% |
| Operating margin | (50.48%) | 25.02% | 0.00% |
| Net margin | 3.13% | 19.19% | 0.00% |
| Free cash flow margin | (433.81%) | 22.32% | 1.67% |
| Return on equity | 0.60% | 114.82% | 0.59% |
| Return on assets | 0.26% | 13.74% | 0.00% |
| Return on invested capital | (3.94%) | 283.94% | 0.00% |
Growth
Health
Dividend
Size
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