NBISNebius Group N.V.

$218.34

Is the business good?

How good a business is NBIS?

Nebius Group N.V. earns 6.6% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

6.6%

Return on invested capital · cost of capital 9.0% · 2.4 points below what the capital costs: growth destroys value

Operating margin
3.6%

Operating margin · Internet Content & Information median 6.3% · fiscal year to FY2023

Cash conversion
−1.02×

Cash conversion · −0.22× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
+0.77%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY20207.2%
FY2021−3.7%
FY20222.5%
FY20233.6%
Details
Gross marginfiscal year to FY2023
55%
Operating marginfiscal year to FY2023
3.6%
Net marginfiscal year to FY2023
2.5%
Free cash flow margin
−2.5%
R&D as % of revenue
13%
Revenue, trailing twelve months
$800.1B
Free cash flow, trailing twelve months
−$20.4B
Net income, trailing twelve months
$19.9B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
6.6%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.