Botfet / Company detail
NBIS
rejectedNebius Group N.V.
AI/compute
Moat scoreNot available: not scored quality failout of 100
Rejectionquality_fail
The numbers
Financial metrics
Roic-4.8%
Gross Margin68.6%
Revenue Cagr-42.2%
Fcf Conversion-3619.7%
Fcf Yield-9.3%
Interest Coverage9.7x
Market Cap B$39.6B
Pe610.5
Quality PassFail
Founder LedNo
Thesis AlignedYes
Moat QuantNot available: not scored quality fail
Why it may endure
Moat breakdown
Market Share StabilityNot available: not scored quality fail
Network EffectsNot available: not scored quality fail
Pricing PowerNot available: not scored quality fail
Regulatory MoatNot available: not scored quality fail
Switching CostsNot available: not scored quality fail
ConvictionNot available: not scored quality fail
LeadershipNot available: not scored quality fail
VisionNot available: not scored quality fail