Globant (NYSE:GLOB) & Nebius Group (NASDAQ:NBIS) Head to Head Analysis

Nebius Group (NASDAQ:NBIS) and Globant (NYSE:GLOB) are both computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, earnings, dividends, risk and valuation.

Volatility & Risk

Nebius Group has a beta of 3.29, indicating that its stock price is 229% more volatile than the S&P 500. Comparatively, Globant has a beta of 1.2, indicating that its stock price is 20% more volatile than the S&P 500.

Profitability

This table compares Nebius Group and Globant’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Nebius Group	99.34%	6.14%	5.32%
Globant	4.44%	10.76%	7.03%

Earnings & Valuation

This table compares Nebius Group and Globant”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Nebius Group	$249.30 million	104.53	-$641.40 million	N/A	N/A
Globant	$2.42 billion	1.07	$165.73 million	$2.46	23.89

Globant has higher revenue and earnings than Nebius Group.

Analyst Recommendations

This is a breakdown of recent ratings for Nebius Group and Globant, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Nebius Group	0	2	5	2	3.00
Globant	1	9	7	0	2.35

Nebius Group presently has a consensus price target of $91.20, suggesting a potential downside of 17.50%. Globant has a consensus price target of $122.13, suggesting a potential upside of 107.84%. Given Globant’s higher probable upside, analysts plainly believe Globant is more favorable than Nebius Group.

Institutional and Insider Ownership

21.9% of Nebius Group shares are held by institutional investors. Comparatively, 91.6% of Globant shares are held by institutional investors. 2.7% of Globant shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Globant beats Nebius Group on 8 of the 13 factors compared between the two stocks.

About Nebius Group

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company’s services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability. It also offers Avride, an autonomous driving solution which targets ride-hailing, logistics, e-commerce, and food/grocery delivery as application domains, as well as focuses on autonomous vehicles and delivery robots; and TripleTen, an EdTech service that prepares specialists for STEM roles, and equipping them with essential technology skills. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is based in Schiphol, the Netherlands.

About Globant

Globant S.A., together with its subsidiaries, provides technology services worldwide. It provides digital solutions comprising blockchain, cloud technologies, cybersecurity, data and artificial intelligence, digital experience and performance, code, Internet of Things, metaverse, and engineering and testing; and enterprise technology solutions and services, such as Agile organization, Cultural Hacking, process optimization services, as well as AWS, Google Cloud, Microsoft, Oracle, SalesForce, SAP, and ServiceNow technology solutions. Further, the company provides e-commerce, conversational interfaces, design, digital marketing, and digital product delivery services. Additionally, it operates Augoor, an AI-powered platform; MagnifAI, an AI-powered solution for software quality assurance; StarMeUp, a science-based AI platform; WaaSabi, a finance platform; Walmeric, a lead-to-revenue management platform; GeneXus, a suit of AI development tools; Navigate for process optimization powerhouse; BeHealthy, a white-label platform; and FluentLab, an AI conversational and engagement solution. The company offers its services to various industries, including media and entertainment, professional services, technology and telecommunications, travel and hospitality, banks, financial services and insurance, consumer, retail and manufacturing, health care, and others. The company was formerly known as IT Outsourcing S.L. and changed its name to Globant S.A. in December 2012. Globant S.A. was founded in 2003 and is based in Luxembourg, Luxembourg.