Nebius Group N.V. (NBIS) vs Zscaler, Inc. (ZS)
- Nebius Group N.V. NBIS 165.47 −12.18%
- Zscaler, Inc. ZS 206.96 −6.11%
Nebius Group N.V. and Zscaler, Inc. are both Software Infrastructure companies. Nebius Group N.V. is the larger, with a market value of $51.2B against $35.9B — 1.4× the size. Zscaler, Inc. has negative trailing earnings, so its P/E is not meaningful; Nebius Group N.V. trades at 636×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 25.4%. Nebius Group N.V. has the higher net margin (3.13% vs −1.88%) and the higher return on invested capital (−3.94% vs −10.2%). Across the 20 metrics below, Zscaler, Inc. leads on 11 and Nebius Group N.V. on 9.
Valuation
Profitability
| Metric | NBIS | ZS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 74.26% | 76.80% | 61.00% |
| Operating margin | (50.48%) | (3.98%) | 0.00% |
| Net margin | 3.13% | (1.88%) | 0.00% |
| Free cash flow margin | (433.81%) | 23.24% | 1.67% |
| Return on equity | 0.60% | (2.87%) | 0.60% |
| Return on assets | 0.26% | (0.88%) | 0.00% |
| Return on invested capital | (3.94%) | (10.15%) | 0.00% |
Growth
Health
Dividend
Size
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