Applovin (APP) vs Nebius Group N.V. (NBIS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Nebius Group N.V. (NBIS) has outperformed Applovin (APP) over the past year, gaining 101.5% versus a loss of 55.5%. Applovin is the larger company by market cap ($94.50 billion vs $64.47 billion), about 1.5 times the size, while Nebius Group N.V. is growing revenue faster (+479.0% vs +70.0%). On valuation, Applovin trades at a lower trailing P/E (21.4x vs 196.0x for Nebius Group N.V.).
Applovin converts more of its revenue into profit, with a net margin of 60.8% versus 15.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | APP | NBIS |
|---|---|---|
| Share price | $281.29 | $237.15 |
| Market cap | $94.50B | $64.47B |
| 1-day change | +0.90% | -5.09% |
| YTD return | -58.25% | +183.32% |
| 1-year return | -55.48% | +101.49% |
| 5-year return | +206.28% | — |
| P/E ratio (TTM) | 21.42 | 195.99 |
| Forward P/E | 13.41 | — |
| EPS (TTM) | $13.13 | $1.21 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $5.48B | $529.80M |
| Revenue growth (YoY) | +69.99% | +479.02% |
| Net income (latest FY) | $3.33B | $82.50M |
| Gross margin | 87.86% | 68.63% |
| Operating margin | 75.75% | -115.46% |
| Net margin | 60.83% | 15.57% |
| 52-week high | $738.01 | $299.86 |
| 52-week low | $266.84 | $73.52 |
| Distance from 52-week high | -61.89% | -20.91% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +76.23% | +19.14% |
| Average volume | 5.91M | 20.10M |
| Shares outstanding | 305.73M | 238.40M |
| Employees | 876 | 1,543 |
| Sector | Technology | Technology |
| Industry | Computer Software: Programming Data Processing | Computer Software: Programming Data Processing |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- NBIS has outperformed APP by 157.0 percentage points over the past year.
- Nebius Group N.V. trades at a higher earnings multiple (196.0x vs 21.4x trailing P/E).
- Applovin is more profitable, keeping 60.8 cents of every revenue dollar as net income versus 15.6 cents for Nebius Group N.V..
- Nebius Group N.V. grew revenue faster in its latest fiscal year (+479.02% vs +69.99%).
About Applovin
APP stock →AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps.
Technology · Computer Software: Programming Data Processing · 876 employees
About Nebius Group N.V.
NBIS stock →Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers.
Technology · Computer Software: Programming Data Processing · 1,543 employees
APP vs NBIS FAQ
Which is bigger, Applovin or Nebius Group N.V.?
Applovin (APP) is larger, with a market capitalization of $94.50B compared with $64.47B for Nebius Group N.V. (NBIS).
Which stock has performed better over the past year, APP or NBIS?
NBIS returned +101.49% over the past 12 months, compared with -55.48% for APP (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, APP or NBIS?
APP has the lower trailing P/E at 21.4, versus 196.0 for NBIS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Applovin and Nebius Group N.V. in the same industry?
Yes. Both are classified in the Computer Software: Programming Data Processing industry within the Technology sector.