Once the supply/demand situation of artificial intelligence normalizes in the coming years, neocloud companies that simply purchase and rent GPUs without any real differentiation will have important struggles, as their current business model looks commoditized, and only viable due to the current scarcity of AI resources. Necloud firms are a new generation of AI-focused cloud infrastructure providers.
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.
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Metric
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NBIS
|
ORCL
|
CRWV
|
|---|---|---|---|
Price/Earnings (Normalized) | — | 17.09 | — |
Price/Book Value | 6.11 | 6.75 | 9.71 |
Price/Sales | 47.46 | 5.65 | 6.08 |
Price/Cash Flow | 154.44 | 13.29 | 12.95 |
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Metric
|
NBIS
|
ORCL
|
CRWV
|
|---|---|---|---|
Quick Ratio | 3.60 | 1.02 | 0.39 |
Current Ratio | 4.03 | 1.17 | 0.46 |
Interest Coverage | 0.98 | 5.07 | −0.03 |
|
Metric
|
NBIS
|
ORCL
|
CRWV
|
|---|---|---|---|
Return on Assets (Normalized) | −2.61% | 9.91% | −3.07% |
Return on Equity (Normalized) | −6.61% | 63.39% | −35.57% |
Return on Invested Capital (Normalized) | −2.13% | 15.17% | −0.00% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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GOOGL
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GOOG
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| Meta Platforms Inc Class A
META
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TCEHY
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SPOT
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BIDU
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RDDT
| LOCK|lkHg^XS | LOCK|kCw^B | $29B | |||
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TME
| LOCK|gxdS^@ | LOCK|&!wS | $13B | |||
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PINS
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United States