Quick verdict: CHTR vs NBIS in 2026

In this chtr vs nbis stock comparison 2026, Charter Communications (CHTR) holds a slight overall edge over Nebius Group (NBIS) based on current financial metrics and analyst targets, winning 6 out of 11 comparable metrics. While NBIS clearly stands out as the growth leader with explosive revenue expansion, CHTR emerges as the definitive value leader, showing strong profitability and significant potential upside according to discounted cash flow analysis. NBIS demonstrates superior net margins, making it a margin leader at first glance, but CHTR’s robust free cash flow and EBITDA margin highlight its operational strength. Despite NBIS receiving a unanimous “Buy” consensus from a smaller pool of analysts, CHTR offers a higher price target upside from a much broader analyst following. This is not investment advice.

CHTR vs NBIS: key metrics side by side

Full side-by-side comparison of CHTR and NBIS across valuation, profitability, growth and analyst sentiment. Data updated 2026-04-22.

CHTR vs NBIS valuation comparison

When considering the CHTR vs NBIS valuation, Charter Communications (CHTR) presents itself as a significantly more undervalued company based on traditional metrics. CHTR boasts an attractive P/E ratio of just 6.17x, which is remarkably low and suggests that its earnings are highly affordable relative to its share price. In stark contrast, Nebius Group (NBIS) trades at an exceptionally high P/E ratio of 371.55x, indicating a premium valuation often associated with high-growth, speculative companies where future earnings are heavily factored into the current price. Similarly, CHTR’s P/B ratio of 1.92x is considerably lower than NBIS’s 8.18x, reinforcing CHTR’s position as a value-oriented investment.

The discounted cash flow (DCF) analysis further solidifies CHTR’s valuation advantage, projecting a substantial upside of +223.2%. This suggests that, based on future cash flow projections, CHTR’s intrinsic value is significantly higher than its current market price. Conversely, NBIS’s DCF calculation indicates a negative upside of -170.0%, implying that its current share price is considerably above its calculated intrinsic value, suggesting potential overvaluation from a cash flow perspective. For investors prioritizing current value and a margin of safety, CHTR appears to be the cheaper stock, offering compelling financial metrics against NBIS’s high growth, high valuation profile.

CHTR vs NBIS growth comparison

In terms of pure top-line expansion, Nebius Group (NBIS) is the undisputed leader in the CHTR vs NBIS growth comparison. NBIS delivered an astounding revenue growth of +350.9% year-over-year, showcasing explosive momentum typical of a rapidly expanding technology company. This dwarfs Charter Communications’ (CHTR) revenue growth, which stood at a modest -0.6% year-over-year, indicating a stagnant or slightly contracting top line for the more mature communication services provider. NBIS’s impressive growth rate suggests it is capturing significant market share or expanding into new, high-demand areas.

Despite NBIS’s remarkable revenue growth, a closer look at profitability margins reveals a more complex picture. NBIS reports a net margin of 19.02%, which is higher than CHTR’s 9.1%. However, NBIS also records a negative EBITDA margin of -51.81%, in stark contrast to CHTR’s robust 38.72% EBITDA margin. This unusual combination for NBIS implies that while it can achieve a high net profit margin (possibly due to non-operating income or significant tax benefits/depreciation effects), its core operations before interest, taxes, depreciation, and amortization are currently loss-making. CHTR, while lacking top-line growth, demonstrates strong operational efficiency. Based purely on revenue momentum, NBIS clearly has stronger growth, appealing to investors focused on rapid expansion and market penetration over immediate operational profitability.

CHTR vs NBIS profitability

Examining the CHTR vs NBIS profitability reveals contrasting strengths. Nebius Group (NBIS) reports a higher net margin of 19.02% compared to Charter Communications’ (CHTR) 9.1%. On the surface, this suggests NBIS is more efficient at converting revenue into net profit. However, the picture becomes nuanced when considering other profitability metrics. NBIS’s EBITDA margin is deeply negative at -51.81%, while CHTR boasts a very strong positive EBITDA margin of 38.72%. This indicates that CHTR generates substantial cash from its core operations before accounting for non-cash expenses, taxes, and interest, whereas NBIS’s operations are currently burning cash at the EBITDA level, even with its positive net margin. Both companies have an N/A% for Return on Equity (ROE), preventing a direct comparison on this metric.

When it comes to free cash flow, which is crucial for assessing a company’s ability to generate cash and fund its operations, CHTR significantly outperforms. CHTR’s Free Cash Flow (FCF) yield stands at an impressive 14.42%, indicating robust cash generation relative to its market capitalization. In contrast, NBIS has a negative FCF yield of -6.01%, signifying that the company is currently consuming cash rather than generating it. Therefore, while NBIS shows a higher net margin, CHTR clearly generates more free cash and demonstrates superior operational profitability and financial stability, making it the stronger performer in terms of cash generation.

Analyst ratings: CHTR vs NBIS

The analyst sentiment for CHTR vs NBIS shows differing levels of coverage and conviction. Charter Communications (CHTR) is covered by a substantial pool of 55 analysts. Among these, 47.3% issue a “Buy” rating, contributing to an overall “Buy” consensus. The average analyst price target for CHTR is $292.38, representing a significant potential upside of +20.8% from its current price. This broad coverage and a decent percentage of “Buy” ratings suggest a relatively positive outlook from a well-established analyst community, anticipating considerable price appreciation.

On the other hand, Nebius Group (NBIS) has a smaller, but highly unanimous, analyst following. Only 4 analysts cover NBIS, but all of them (100.0%) currently recommend a “Buy” for the stock, also resulting in a “Buy” consensus. The average price target set by these analysts is $168.67, which translates to a more modest potential upside of +7.7%. While the 100% “Buy” rating for NBIS indicates strong conviction among its limited analysts, the higher potential price target upside for CHTR from a much larger analyst base suggests that CHTR may offer a more attractive risk-reward proposition in terms of anticipated short to medium-term price appreciation according to analysts.

Should I buy CHTR or NBIS stock in 2026?

Deciding whether to buy CHTR or NBIS stock in 2026 depends heavily on your investment strategy and risk tolerance. For growth-oriented investors, Nebius Group (NBIS) presents an enticing, albeit higher-risk, opportunity. Its exceptional revenue growth of +350.9% indicates a company rapidly expanding its market footprint and potentially disrupting its industry. While its negative EBITDA and FCF yield suggest operational challenges in profitability and cash generation, its high net margin (19.02%) combined with analyst enthusiasm (100% buy ratings) points to a company with significant long-term potential if it can convert growth into sustainable cash flows.

Conversely, for value investors and those seeking more stable, cash-generative businesses, Charter Communications (CHTR) stands out. CHTR’s incredibly low P/E ratio of 6.17x and P/B ratio of 1.92x suggest it is significantly undervalued by the market. Furthermore, its impressive FCF yield of 14.42% and strong EBITDA margin of 38.72% highlight its robust operational profitability and ability to generate substantial free cash. The DCF model projects a massive +223.2% upside, indicating a substantial disconnect between its intrinsic value and current price, making it highly attractive for investors focused on fundamental value.

Neither CHTR nor NBIS currently offers a dividend, with both stocks reporting a 0% dividend yield. Therefore, if income generation is your primary investment goal, neither of these stocks would be suitable for your portfolio at this time. Ultimately, the choice boils down to whether you prioritize high-growth potential with elevated valuation and operational risk (NBIS) or deep value with strong cash flow generation and a higher analyst-projected upside (CHTR). This is not investment advice; please conduct your own thorough research.

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