We are pleased with Nebius' first quarter, which showed not only strong sequential revenue growth but also signs of operational improvement on the profitability side.
Nebius is growing at a tremendous pace. Computing deals signed with Microsoft and Meta, despite a likely low margin, build credibility about Nebius' technical capabilities, and are a first base to chase more profitable enterprise clients.
Nebius has a multibillion-dollar cash flow burn period ahead, which will require significant equity and debt raises to fund the huge capital expenditure required to build data centers and buy GPUs.
|
Metric
|
NBIS
|
ORCL
|
CRWV
|
|---|---|---|---|
Price/Earnings (Normalized) | 173.40 | 24.14 | — |
Price/Book Value | 8.15 | 14.10 | 11.24 |
Price/Sales | 70.26 | 7.97 | 8.16 |
Price/Cash Flow | 306.40 | 19.27 | 17.31 |
|
Metric
|
NBIS
|
ORCL
|
CRWV
|
|---|---|---|---|
Quick Ratio | 8.02 | 1.22 | 0.25 |
Current Ratio | 8.33 | 1.35 | 0.31 |
Interest Coverage | 6.55 | 5.27 | −0.07 |
|
Metric
|
NBIS
|
ORCL
|
CRWV
|
|---|---|---|---|
Return on Assets (Normalized) | −4.36% | — | −2.81% |
Return on Equity (Normalized) | −9.86% | — | −27.70% |
Return on Invested Capital (Normalized) | −4.54% | — | 1.73% |
|
1-Day Chart
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United States