Quick verdict: CHTR vs NBIS in 2026

In this CHTR vs NBIS stock comparison 2026, Nebius Group (NBIS) narrowly edges out Charter Communications (CHTR), claiming 6 wins to CHTR’s 5 across key comparable metrics. NBIS stands out as the clear growth leader with its phenomenal revenue growth, while CHTR firmly holds the position of value leader due to its significantly lower valuation multiples and substantial intrinsic value upside. Although NBIS boasts superior net margins, CHTR demonstrates stronger operational efficiency and cash generation, reflected in its robust EBITDA margin and positive Free Cash Flow yield. Analysts show a higher conviction in NBIS, indicated by its 100% buy rating and higher price target upside, though CHTR’s discounted cash flow model suggests a far greater potential for long-term appreciation. 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 2026-04-08.

CHTR vs NBIS valuation comparison

When assessing CHTR vs NBIS valuation, Charter Communications (CHTR) presents a significantly more attractive profile for value-oriented investors. CHTR trades at a remarkably low Price-to-Earnings (P/E) ratio of 5.71x, a stark contrast to Nebius Group (NBIS) which carries an exceptionally high P/E of 278.63x. This wide divergence indicates that the market is assigning a substantial premium to NBIS’s future growth potential, while CHTR appears to be undervalued relative to its current earnings. Similarly, CHTR’s Price-to-Book (P/B) ratio of 1.77x is considerably lower than NBIS’s 6.14x, further cementing CHTR’s position as the cheaper stock from a book value perspective in this chtr vs nbis fundamentals and valuation analysis.

The discounted cash flow (DCF) analysis further highlights CHTR’s potential deep value. CHTR boasts a massive DCF upside of +261.0%, implying that its current stock price is substantially below its intrinsic value as calculated by future cash flows. In stark contrast, NBIS shows a negative DCF upside of -196.0%, suggesting its current valuation is far above what its projected future cash flows would justify. This critical metric heavily favors CHTR for investors seeking a substantial margin of safety and potential for price appreciation based on fundamental valuation. The FMP rating also aligns with this, giving CHTR a strong B+ while NBIS receives a comparatively weaker C- rating.

CHTR vs NBIS growth comparison

In terms of growth, Nebius Group (NBIS) is the undisputed leader, demonstrating explosive momentum with a year-over-year revenue growth of an astounding +350.9%. This hyper-growth rate positions NBIS as a highly attractive option for investors focused on rapid expansion and market penetration within the chtr vs nbis stock comparison 2026. Conversely, Charter Communications (CHTR) has experienced a slight contraction, reporting a revenue growth of -0.6% YoY. This indicates a mature business with little to no organic growth in its core operations, reflecting the challenges faced by established players in the communication services sector.

While NBIS’s revenue growth is phenomenal, it’s crucial to examine the cost of this expansion. The company’s EBITDA margin stands at a significant -51.81%, indicating that it is spending heavily to fuel its growth and is currently unprofitable at the operational level. CHTR, despite its stagnant revenue, exhibits a robust positive EBITDA margin of 38.72%, showcasing its operational efficiency and ability to generate profits from its existing revenue base. This contrast is vital when considering the sustainability and quality of growth in the CHTR vs NBIS growth comparison; NBIS prioritizes top-line expansion at almost any cost, while CHTR focuses on efficient operation within its mature market.

CHTR vs NBIS profitability

When evaluating CHTR vs NBIS profitability, the metrics present a mixed picture depending on the focus. Nebius Group (NBIS) demonstrates a superior net margin of 19.02%, significantly higher than Charter Communications’ (CHTR) 9.1%. This suggests that NBIS is more efficient at converting its (rapidly growing) revenue into actual profit for shareholders, after all expenses including taxes are accounted for. However, it’s important to note that both companies report N/A% for Return on Equity (ROE), preventing a direct comparison on this specific metric.

Despite NBIS’s stronger net margin, CHTR stands out significantly in operational profitability and cash generation. CHTR boasts a healthy EBITDA margin of 38.72% and an impressive Free Cash Flow (FCF) yield of 15.59%. This indicates CHTR’s core business operations are highly efficient at generating cash, which is crucial for debt servicing and potential shareholder returns. In stark contrast, NBIS registers a negative EBITDA margin of -51.81% and a negative FCF yield of -8.01%. This implies that while NBIS might be profitable on the net income line (potentially due to specific accounting practices or non-operating income), its core operations are consuming cash, requiring external financing or drawing down reserves. This operational inefficiency is a key consideration for investors weighing which company is fundamentally sounder from an operating perspective and generates more cash.

Analyst ratings: CHTR vs NBIS

The analyst community offers differing perspectives on CHTR vs NBIS. Charter Communications (CHTR) is covered by a substantial number of analysts, with 55 providing ratings. Among these, 47.3% currently recommend a “Buy” for CHTR, reflecting a moderately bullish sentiment. The consensus price target for CHTR is $292.38, which represents a respectable upside potential of +30.6% from its current price of $223.8. This indicates analysts see significant, though not overwhelming, room for appreciation in CHTR stock.

Nebius Group (NBIS), while covered by a much smaller pool of 4 analysts, enjoys unanimous support with a 100.0% “Buy” rating. This strong, albeit concentrated, conviction is coupled with a higher average price target upside of +50.4%, predicting NBIS to reach $176.6 from its current $117.4. This suggests that despite the limited coverage, the analysts who do follow NBIS believe it has a stronger immediate upside potential, driven by its aggressive growth. Therefore, based purely on analyst target upside and consensus buy ratings, analysts appear to prefer NBIS, especially for its growth trajectory, even though CHTR has a much broader analyst following.

Should I buy CHTR or NBIS stock in 2026?

Deciding whether you should buy CHTR or NBIS stock in 2026 depends heavily on an investor’s risk tolerance and primary investment objectives. For aggressive growth investors willing to embrace higher risk for potentially substantial rewards, NBIS (Nebius Group N.V.) presents a compelling case. Its phenomenal revenue growth of +350.9% year-over-year signals a company in rapid expansion mode, potentially disrupting its market. While its valuation multiples are extremely high and it currently shows negative operational profitability, the significant price target upside of +50.4% from analysts suggests a belief that this growth will eventually translate into substantial shareholder value. If you prioritize top-line expansion and are comfortable with higher volatility, NBIS might align with your strategy.

Conversely, for value investors or those seeking a more fundamentally sound investment with a strong margin of safety, Charter Communications (CHTR) appears to be the better option. Its exceptionally low P/E ratio of 5.71x and P/B ratio of 1.77x indicate a deeply undervalued stock, especially when considering its robust Free Cash Flow yield of 15.59% and high EBITDA margin of 38.72%. The substantial DCF upside of +261.0% further reinforces its value proposition. Despite stagnant revenue growth, CHTR’s ability to generate significant cash flows and its attractive valuation could offer a compelling long-term return for patient investors focused on intrinsic value in this chtr vs nbis fundamentals and valuation analysis.

For investors primarily focused on income generation, neither CHTR nor NBIS stands out, as both companies currently offer a 0% dividend yield. Therefore, if generating regular passive income is a primary investment goal, you should look elsewhere. Ultimately, the choice between CHTR and NBIS in 2026 hinges on whether you prioritize explosive growth potential (NBIS) or deep value and strong cash generation from a mature business (CHTR). This is not investment advice; always conduct your own thorough research and consult with a financial professional before making any investment decisions.

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FAQ: CHTR vs NBIS