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NBIS
Nebius Group N.V. · Technology / Cloud Infrastructure
$219.13
+0.44% this month
VERSUS
COMPARE
CRWV
CoreWeave, Inc. · Technology / Cloud Infrastructure
$87.85
+6.30% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
NBIS
3
CRWV
2
Comparison scoreboard
NBIS LEADS 3/5AI Score
NBIS ✓77.8
CRWV 50.9
1Y Return
NBIS ✓+231.11%
CRWV -3.24%
Fwd P/E
NBIS -73.10
CRWV ✓-47.07
Target Up.
NBIS +29.57%
CRWV ✓+64.11%
Op. Margin
NBIS ✓-0.22%
CRWV -1.90%
Metrics last refreshed: 8/23/2026
Quick take
NBIS vs CRWV Stock Comparison: AI Score, Valuation, Performance and Upside
Nebius Group and CoreWeave are both neocloud providers offering specialized GPU infrastructure for AI workloads, competing to serve AI developers who need large-scale compute outside the traditional hyperscalers.
Investors weighing Nebius against CoreWeave are choosing between two capital-intensive AI infrastructure providers, differentiated by geographic footprint, customer base, and balance sheet approach to funding growth.
Live analysis · updated 8/23/2026
NBIS holds the edge across 3 of 5 key metrics in this comparison. NBIS has delivered stronger 1-year price return (+231.11% vs -3.24%), though CRWV has the better forward P/E setup (-47.07x vs -73.10x for NBIS). NBIS leads on both revenue growth (454.00%) and operating margin (-0.22%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for CRWV (+64.11%) than for NBIS (+29.57%).
Normalized 1Y performance
NBIS
CRWV
Recent returns
NBIS
CRWV
Analyst price targets & sentiment
NBIS · 15 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.0/5.0)
Price target range
analyst low$144.00
analyst high$415.00
analyst mean$283.93
current price$219.13
+29.6% upside to analyst mean
CRWV · 35 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.8/5.0)
Price target range
analyst low$39.00
analyst high$317.00
analyst mean$144.17
current price$87.85
+64.1% upside to analyst mean
Who should consider this stock?
NBIS may suit investors who:
- Want exposure to AI cloud infrastructure with a European footprint
- Value geographic diversification away from purely US-based providers
- Can tolerate the capital intensity of building GPU data center capacity
- Believe in continued growth of demand for specialized AI compute
CRWV may suit investors who:
- Want exposure to a scaled, early-moving US-based GPU cloud provider
- Are comfortable with high customer concentration among major AI labs
- Can tolerate elevated debt used to finance rapid infrastructure growth
- Seek direct exposure to surging AI training and inference compute demand
Performance & AI score
| Metric | NBIS | CRWV |
|---|---|---|
| AI score | 77.8 | 50.9 |
| AI rank | #19 | #408 |
| Latest close | $219.13 | $87.85 |
| 1M return | +0.44% | +6.30% |
| 6M return | +103.63% | -9.56% |
| 1Y return | +231.11% | -3.24% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | NBIS | CRWV |
|---|---|---|
| 1Y ago | $33.11K (+231.1%) started 2025-08-21 | $9.68K (-3.2%) started 2025-08-21 |
| 5Y ago | $109.56K (+995.7%) started 2024-10-21 | $21.96K (+119.6%) started 2025-03-28 |
| 10Y ago | $109.56K (+995.7%) started 2024-10-21 | $21.96K (+119.6%) started 2025-03-28 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | NBIS | CRWV |
|---|---|---|
| Market cap | $59.57B | $48.45B |
| Trailing P/E | N/A | N/A |
| Forward P/E | -73.10 | -47.07 |
| Price/Sales | 43.96 | 6.38 |
| EV/Revenue | 45.91 | 12.45 |
| Analyst target | $283.93 | $144.17 |
| Target upside | +29.57% | +64.11% |
Growth, profitability & risk
| Metric | NBIS | CRWV |
|---|---|---|
| Revenue growth | 454.00% | 112.50% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | -709.52% | -119.74% |
| Operating margin | -0.22% | -1.90% |
| Profit margin | 3.13% | -25.40% |
| ROIC proxy | 0.60% | -43.60% |
| Return on equity | 0.60% | -43.60% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.43 | 3.17 |
| Debt/equity | 98.60 | 1027.33 |
| Current ratio | 4.03 | 0.46 |
| Quick ratio | 3.60 | 0.39 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
NBIS max drawdown48.30%
CRWV max drawdown57.49%
NBIS max wkly drop32.06%
CRWV max wkly drop28.67%
5Y risk snapshot
NBIS max drawdown58.27%
CRWV max drawdown66.87%
NBIS max wkly drop32.06%
CRWV max wkly drop37.55%
10Y risk snapshot
NBIS max drawdown58.27%
CRWV max drawdown66.87%
NBIS max wkly drop32.06%
CRWV max wkly drop37.55%
Performance metrics by period
| Period | Metric | NBIS | CRWV |
|---|---|---|---|
| 1Y | Growth | +231.11% | -3.24% |
| CAGR | +231.38% | -3.24% | |
| Sharpe ratio | 1.53 | 0.39 | |
| Max drawdown | 48.30% | 57.49% | |
| Max daily drop | 17.01% | 18.51% | |
| Max wkly drop | 32.06% | 28.67% | |
| 5Y | Growth | +995.65% | +119.62% |
| CAGR | +269.51% | +75.48% | |
| Sharpe ratio | 1.66 | 1.01 | |
| Max drawdown | 58.27% | 66.87% | |
| Max daily drop | 37.44% | 20.83% | |
| Max wkly drop | 32.06% | 37.55% | |
| 10Y | Growth | +995.65% | +119.62% |
| CAGR | +269.51% | +75.48% | |
| Sharpe ratio | 1.66 | 1.01 | |
| Max drawdown | 58.27% | 66.87% | |
| Max daily drop | 37.44% | 20.83% | |
| Max wkly drop | 32.06% | 37.55% |
Business comparison
| Category | NBIS | CRWV |
|---|---|---|
| Company | Nebius Group N.V. | CoreWeave, Inc. |
| Sector | Technology / Cloud Infrastructure | Technology / Cloud Infrastructure |
| Industry | N/A | N/A |
| Core business | Nebius Group operates a specialized AI cloud infrastructure business, providing GPU compute and related services to AI developers and enterprises, built out from its European technology roots. | CoreWeave provides specialized cloud computing infrastructure built around GPU-accelerated compute, serving AI labs and enterprises with large-scale training and inference capacity. |
| Investor focus | Watch data center capacity expansion, GPU procurement and deployment pace, and customer contract growth relative to capital spending. | Watch major customer contract renewals and expansions, data center buildout pace, and debt levels used to finance GPU infrastructure growth. |
NBIS strengths
- Focused, purpose-built infrastructure designed specifically for AI training and inference workloads
- Growing customer base of AI labs and enterprises seeking GPU capacity outside the largest hyperscalers
- European infrastructure footprint providing geographic diversification
CRWV strengths
- Early mover advantage in purpose-built GPU cloud infrastructure for AI workloads
- Large-scale contracts with major AI developers supporting revenue visibility
- Rapid infrastructure buildout capturing strong demand for AI compute capacity
Risks to watch — NBIS
- Capital-intensive business model requiring continuous investment in GPUs and data centers
- Customer concentration risk among large AI compute buyers
- Competition from both larger hyperscalers and other specialized neocloud providers
Risks to watch — CRWV
- High customer concentration among a small number of large AI compute buyers
- Significant debt and capital expenditure used to fund data center and GPU expansion
- Margins sensitive to GPU costs, financing costs, and utilization rates
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