Nebius Group N.V. (NBIS) vs Oracle Corporation (ORCL)
Nebius Group N.V. and Oracle Corporation are both Software Infrastructure companies. Oracle Corporation is the larger, with a market value of $423.0B against $67.5B — 6.3× the size. Oracle Corporation trades at the lower P/E: 21.2× against 913×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 21.6%. Oracle Corporation has the higher net margin (26.1% vs 3.13%) and the higher return on invested capital (9.75% vs −3.94%). Across the 21 metrics below, Oracle Corporation leads on 14 and Nebius Group N.V. on 7.
Valuation
Profitability
| Metric | NBIS | ORCL | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 74.26% | 63.96% | 61.23% |
| Operating margin | (50.48%) | 32.12% | 0.00% |
| Net margin | 3.13% | 26.10% | 0.00% |
| Free cash flow margin | (433.81%) | (40.01%) | 1.67% |
| Return on equity | 0.60% | 43.12% | 0.59% |
| Return on assets | 0.26% | 7.75% | 0.00% |
| Return on invested capital | (3.94%) | 9.75% | 0.00% |
Growth
Health
Dividend
Size
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