SIFY vs NBIS vs APLD Stock Comparison

Sify Technologies, Nebius and Applied Digital Prices as of Oct 28, 2026 Peers: Industry group
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SIFY Sify Technologies Ltd
$12.58 -5.6% 1M +11.7% 1Y
Market cap
$912.36M
P/E
–
Revenue (TTM)
$409.85M
Div. yield
–
Data Centers Technology
2 wins
NBIS Nebius Group N.V.
$182.34 -21.4% 1M +49.7% 1Y
Market cap
$41.69B
P/E
46.5x
Revenue (TTM)
$1.36B
Div. yield
–
Cloud Platforms Technology
5 wins
APLD Applied Digital Corp.
$20.39 -16.9% 1M -40.6% 1Y
Market cap
$5.66B
P/E
–
Revenue (TTM)
$853.85M
Div. yield
–
Data Centers Technology
2 wins

Head to Head

9 decided of 12

Nebius leads on 5 of the 12 questions below (Nebius 5, Sify Technologies 2, Applied Digital 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSIFYNBISAPLDLeader
Larger companyMarket capitalisation $912.36M $41.69B $5.66B NBIS
Cheaper on earningsLower P/E, profitable companies only -50.2x 46.5x -12.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 629.0x — — –
Faster revenue growthRevenue growth, trailing twelve months +13.9% +506.9% +286.2% NBIS
More profitableNet margin, trailing twelve months -4.4% 66.1% -54.9% NBIS
Better return on capitalReturn on invested capital 5.2% -3.3% -4.1% SIFY
Less leveragedLower net debt / EBITDA -6.0x 3.0x -18.4x APLD
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +11.7% +49.7% -40.6% NBIS
Better 5-year returnAnnualised price return, 5 years -10.1%/yr — -6.2%/yr APLD
Less volatileAnnualised volatility, 1 year 60.6% 107.5% 101.4% SIFY
Higher overall scoreMean of the five percentile scores vs peers 53/100 65/100 34/100 NBIS

Percentile Scorecard

SIFYNBISAPLD

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSIFYNBISAPLD
Valuation 68 #13 of 38 78 #9 of 38 27 #28 of 38
Growth 34 #24 of 36 31 #25 of 36 51 #18 of 36
Profitability 58 #15 of 34 76 #9 of 34 30 #24 of 34
Financial Health – 76 #10 of 38 43 #22 of 38
Shareholder Returns – – 20 #17 of 21
Overall 53 65 34
  • SIFY ranked among 39 companies in Cloud Computing
  • NBIS ranked among 39 companies in Cloud Computing
  • APLD ranked among 39 companies in Cloud Computing

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSIFYNBISAPLDSPY
1 month -5.6%-21.4%-16.9% +0.9%
3 months -10.2%+23.0%-12.2% +5.9%
6 months -16.4%+29.1%-37.6% +8.5%
Year to date +3.2%+117.8%-16.8% +13.3%
1 year +11.7%+49.7%-40.6% +12.4%
3 years +44.6%—+323.9% +88.1%
3 years, per year +13.1%—+61.9% +23.5%
5 years -41.1%—-27.5% +68.2%
5 years, per year -10.1%—-6.2% +11.0%
10 years +99.7%—+17,976.2% +263.4%
10 years, per year +7.2%—+68.2% +13.8%

Risk

MeasureSIFYNBISAPLDSPY
Volatility, 1Y 60.6%107.5%101.4% 12.7%
Downside volatility, 1Y 61.4%98.7%95.4% 12.7%
Beta vs S&P 500, 1Y 2.153.834.44 1.00
Return / volatility, 1Y 0.190.46-0.40 0.98
Max drawdown, 5Y -91.8%-58.3%-97.0% -25.4%
From 52-week high -27.0%-36.4%-58.9% -0.9%
52-week high $17.24$286.69$49.65 $779.14
52-week low $10.37$73.87$17.83 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSIFYNBISAPLD
P/E now vs peer median -50.1xmedian 27.6x 49.4xmedian 27.6x -12.7xmedian 27.6x
P/S now vs peer median 2.2xmedian 4.8x 34.0xmedian 4.8x 7.1xmedian 4.8x
EV/EBITDA now vs peer median -15.0xmedian 24.1x 275.0xmedian 24.1x -51.0xmedian 24.1x
P/FCF now vs peer median —median 15.0x 2.8xmedian 15.0x -1.4xmedian 15.0x
P/B now vs peer median 4.6xmedian 4.4x 4.5xmedian 4.4x 3.8xmedian 4.4x
PEG now vs peer median 0.86median 0.38 -0.70median 0.38 0.27median 0.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSIFYNBISAPLD
Revenue $409.85M $1.36B $853.85M
Gross profit $210.86M $1.01B $273.30M
Operating income $43.70M -$668.60M -$303.82M
Net income -$18.30M $61.60M -$351.47M
Free cash flow – $16.40B -$4.46B
R&D – $356.40M –
EPS (diluted) $-0.25 $3.17 $-1.61
Cash & equivalents $61.09M $8.04B $2.95B
Total debt $665.30M $25.23B $6.38B
Shares (diluted) 72.46M 282.72M 291.56M
Enterprise value $714.41M $15.12B -$2.53B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSIFYNBISAPLD
P/E -50.1x 49.4x -12.7x
P/FCF – 2.8x -1.4x
P/Operating cash flow – 8.8x 25.8x
P/S 2.2x 34.0x 7.1x
P/B 4.6x 4.5x 3.8x
P/Tangible book 4.6x 4.5x 3.8x
EV/EBITDA -15.0x 275.0x -51.0x
EV/EBIT 34.7x -69.8x -31.2x
EV/Revenue 3.7x 34.4x 11.1x
EV/FCF – 2.8x -2.1x
EV/Operating cash flow – 8.9x 40.3x
PEG (3Y EPS CAGR) 0.86 -0.70 0.27

Growth

14 metrics
MetricSIFYNBISAPLD
Revenue growth (1Y) 13.9% 506.9% 286.2%
Revenue CAGR (3Y) -64.4% -83.4% 115.9%
Gross profit growth (1Y) 13.8% 631.9% 653.6%
Gross profit CAGR (3Y) 63.9% -81.7% 134.2%
Operating income growth (1Y) 75.2% -49.0% -254.9%
Operating income CAGR (3Y) -5.8% -26.7% -87.5%
Net income growth (1Y) 22.2% -73.4% -44.2%
Net income CAGR (3Y) -88.4% -90.6% -88.1%
EPS growth (1Y) 33.6% 318.1% -66.0%
EPS CAGR (3Y) -58.6% -70.8% -46.3%
Operating cash flow growth (1Y) – 1,193% 294.3%
Operating cash flow CAGR (3Y) – -55.8% 72.3%
Free cash flow growth (1Y) – 1,310% -346.5%
Free cash flow CAGR (3Y) – -47.1% -272.4%

Profitability

14 metrics
MetricSIFYNBISAPLD
Gross margin 51.4% 74.3% 32.0%
EBITDA margin -24.6% 12.5% -21.8%
Operating margin 10.7% -49.3% -35.6%
Pretax margin 6.6% 5.3% -40.2%
Net margin -4.4% 66.1% -54.9%
FCF margin – 1,210% -521.8%
Operating cash flow margin – 388.0% 27.5%
Return on equity -9.1% 0.7% -21.1%
Return on assets – 0.2% -3.2%
Return on invested capital 5.2% -3.3% -4.1%
Return on capital employed – -2.9% -3.3%
Asset turnover – 0.1x 0.1x
Cash conversion (OCF / net income) – 85.4x -0.7x
Stock comp / revenue – 13.9% 31.8%

Financial Health

11 metrics
MetricSIFYNBISAPLD
Debt / assets – 30.6% 54.5%
Debt / equity 3.3x 0.8x 4.0x
Net debt / EBITDA -6.0x 3.0x -18.4x
Debt / FCF – 0.5x -1.4x
Liabilities / assets – 63.0% 86.3%
Equity / assets – 37.0% 13.7%
Interest coverage 5.4x -2.8x -3.1x
Current ratio – 4.0x 2.6x
Quick ratio – 3.5x 1.9x
Cash ratio – 3.4x 1.9x
Altman Z-score – 2.04 0.50

Shareholder Returns

7 metrics
MetricSIFYNBISAPLD
Dividend yield – – –
Net buyback yield – 6,164% -15.2%
Shareholder yield 0.0% 6,164% -15.2%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSIFYNBISAPLD
Forward P/E 629.0xFY2026 – –
EPS, next fiscal year $0.02FY2026 $-1.82FY2026 $-1.69FY2026
EPS growth, the year after +150.0% – –
Revenue, next fiscal year $765.58MFY2026 $3.25BFY2026 $1.00BFY2026
Revenue growth, next FY +8.7%FY2026 +514.3%FY2026 +64.0%FY2026
Revenue growth, the year after +30.6% +246.0% +87.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSIFYNBISAPLD
Held by institutions 4.6% – 74.5%
Institutions holding 42 – 564
Change in shares held, QoQ +2.8% – +8.6%
Institutions buying 27 – 339
Institutions selling 4 – 164
Buyers to sellers 6.75 – 2.07

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SIFYNBISAPLD
SIFY 1.00 0.29 0.37
NBIS 0.29 1.00 0.68
APLD 0.37 0.68 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, SIFY, NBIS and APLD?

Nebius (NBIS) is the largest by market capitalisation: Sify Technologies (SIFY) $912.36M, Nebius (NBIS) $41.69B, Applied Digital (APLD) $5.66B.

Which company is growing faster?

Nebius (NBIS) grew revenue fastest over the trailing twelve months: Sify Technologies (SIFY) +13.9%, Nebius (NBIS) +506.9%, Applied Digital (APLD) +286.2%.

Which company is more profitable?

Nebius (NBIS) has the highest net margin (Sify Technologies (SIFY) -4.4%, Nebius (NBIS) 66.1%, Applied Digital (APLD) -54.9%). On return on invested capital, Sify Technologies (SIFY) leads (Sify Technologies (SIFY) 5.2%, Nebius (NBIS) -3.3%, Applied Digital (APLD) -4.1%).

Which stock has performed better?

Over the past year Nebius (NBIS) returned the most: Sify Technologies (SIFY) +11.7%, Nebius (NBIS) +49.7%, Applied Digital (APLD) -40.6%. Over five years, Applied Digital (APLD) compounded fastest (Sify Technologies (SIFY) -10.1%/yr, Applied Digital (APLD) -6.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Sify Technologies (SIFY) has been the steadiest (Sify Technologies (SIFY) 60.6%, Nebius (NBIS) 107.5%, Applied Digital (APLD) 101.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SIFY, NBIS and APLD?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Nebius (NBIS) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.