Nebius Group NV vs S&P Global Inc — how do they compare? Nebius Group NV trades at $210.01 (market cap $49.06B), while S&P Global Inc trades at $408.3 (market cap $120.48B). The key difference: S&P Global Inc is far larger — about 2.5× Nebius Group NV's market cap, and S&P Global Inc pays a 0.95% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| NBIS | SPGI | |
|---|---|---|
Market Cap | $49.06B | $120.48B |
Sector | Technology | Financials |
52-Week High | $286.69 | $534.79 |
52-Week Low | $64.06 | $370.42 |
Enterprise Value | $49.26B | $131.97B |
Dividend Yield | — | 0.95% |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $187.97, down 1.01% with a bearish technical signal despite strong analyst support. The stock shows extreme valuation multiples (P/E 71.08, P/S 55.67) while demonstrating explosive revenue growth projections from $530M in 2025 to $878M in 2026. Recent earnings have been mixed with Q1 2026 beating expectations but Q4 2025 missing, with Q2 2026 results pending. The company faces significant execution risk as it scales AI infrastructure amid substantial capital expenditures.
The investment case hinges on NBIS converting its $1.9B annual run rate and contracted backlog into profitable growth. While analyst consensus remains strongly bullish with a $248.73 price target, high valuation and Michael Burry's short position highlight execution risks. Success depends on managing capex intensity and demonstrating operating leverage in upcoming earnings.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →