Nebius Group N.V. (NBIS) vs Palo Alto Networks, Inc. (PANW)
- Nebius Group N.V. NBIS 129.58 +7.65%
- Palo Alto Networks, Inc. PANW 319.33 +1.48%
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 $257.6B against $32.7B — 7.9× the size. Nebius Group N.V. trades at the lower P/E: 466× against 597×. 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 12 and Nebius Group N.V. on 9.
Valuation
Profitability
| Metric | NBIS | PANW | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 74.26% | 70.36% | 57.45% |
| Operating margin | (50.48%) | 6.05% | 0.00% |
| Net margin | 3.13% | 2.67% | 0.00% |
| Free cash flow margin | (433.81%) | 35.83% | 0.00% |
| Return on equity | 0.60% | 1.74% | 0.00% |
| 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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