NBIS vs ANET

For growth investors, Nebius Group N.

V. (NBIS) is the stronger pick with 350. 9% revenue growth year-over-year, versus 28. 6% for Arista Networks, Inc. (ANET). Arista Networks, Inc. (ANET) offers the better valuation at 51. 5x trailing P/E (40. 0x forward), making it the more compelling value choice. Analysts rate Nebius Group N. V. (NBIS) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Arista Networks, Inc.

(ANET) is the cheapest at 51. 5x versus Nebius Group N. V. at 1679. 7x.

Over the past 5 years, Nebius Group N.

V. (NBIS) delivered a total return of +823. 9%, compared to +590. 5% for Arista Networks, Inc. (ANET). Over 10 years, the gap is even starker: ANET returned +33. 7% versus NBIS's +823. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Arista Networks, Inc.

(ANET) is the lower-risk stock at 2. 15β versus Nebius Group N. V. 's 3. 07β — meaning NBIS is approximately 43% more volatile than ANET relative to the S&P 500.

By revenue growth (latest reported year), Nebius Group N.

V. (NBIS) is pulling ahead at 350. 9% versus 28. 6% for Arista Networks, Inc. (ANET). On earnings-per-share growth, the picture is similar: Nebius Group N. V. grew EPS 104. 8% year-over-year, compared to 23. 3% for Arista Networks, Inc.. Over a 3-year CAGR, NBIS leads at 239. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Arista Networks, Inc.

(ANET) is the more profitable company, earning 39. 0% net margin versus 19. 2% for Nebius Group N. V. — meaning it keeps 39. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ANET leads at 42. 8% versus -112. 5% for NBIS. At the gross margin level — before operating expenses — NBIS leads at 68. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for ANET: 31.

4% to $186. 25.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Nebius Group N.

V. (NBIS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+823. 8% 10Y return). Arista Networks, Inc. (ANET) carries a higher beta of 2. 15 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NBIS: +823. 8%, ANET: +33. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (NBIS (Communication Services) and ANET (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.