Nebius Group N.V. (NBIS) vs Palo Alto Networks, Inc. (PANW)
Nebius Group N.V. and Palo Alto Networks, Inc. are both Software Infrastructure companies. Palo Alto Networks, Inc. is the larger, with a market value of $316.8B against $67.5B — 4.7× the size. Palo Alto Networks, Inc. trades at the lower P/E: 706× against 913×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 24.5%. Nebius Group N.V. has the higher net margin (3.13% vs 2.67%) and the lower return on invested capital (−3.94% vs 1.66%). Across the 21 metrics below, Palo Alto Networks, Inc. leads on 14 and Nebius Group N.V. on 7.
Valuation
Profitability
| Metric | NBIS | PANW | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 74.26% | 70.36% | 61.23% |
| Operating margin | (50.48%) | 6.05% | 0.00% |
| Net margin | 3.13% | 2.67% | 0.00% |
| Free cash flow margin | (433.81%) | 35.83% | 1.67% |
| Return on equity | 0.60% | 1.74% | 0.59% |
| Return on assets | 0.26% | 0.85% | 0.00% |
| Return on invested capital | (3.94%) | 1.66% | 0.00% |
Growth
Health
Dividend
Size
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