Integral Ad Science Holding LLC (IAS)vsNebius Group N.V. (NBIS)
IAS
Integral Ad Science Holding LLC
$10.34
0.00%
COMMUNICATION SERVICES · Cap: $1.74B
NBIS
Nebius Group N.V.
$100.82
-4.86%
COMMUNICATION SERVICES · Cap: $25.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Integral Ad Science Holding LLC generates 11% more annual revenue ($590.67M vs $529.80M). NBIS leads profitability with a 19.2% profit margin vs 0.1%. IAS trades at a lower P/E of 36.9x. NBIS earns a higher WallStSmart Score of 47/100 (D+).
IAS
Hold42
out of 100
Grade: D
NBIS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-444.2%
Fair Value
$1.90
Current Price
$10.34
$8.44 premium
Margin of Safety
-11714.7%
Fair Value
$0.75
Current Price
$100.82
$100.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 501.0% year-over-year
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
0.2% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
0.0% earnings growth
ROE of 0.7% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : IAS
The strongest argument for IAS centers on Price/Book.
Bull Case : NBIS
The strongest argument for NBIS centers on Revenue Growth, PEG Ratio. Profitability is solid with margins at 19.2% and operating margin at -103.0%. Revenue growth of 501.0% demonstrates continued momentum.
Bear Case : IAS
The primary concerns for IAS are P/E Ratio, Revenue Growth, Market Cap. Thin 0.1% margins leave little buffer for downturns.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Return on Equity, Debt/Equity. A P/E of 916.5x leaves little room for execution misses.
Key Dynamics to Monitor
IAS profiles as a value stock while NBIS is a growth play — different risk/reward profiles.
IAS carries more volatility with a beta of 1.57 — expect wider price swings.
NBIS is growing revenue faster at 501.0% — sustainability is the question.
IAS generates stronger free cash flow (49M), providing more financial flexibility.
Bottom Line
NBIS scores higher overall (47/100 vs 42/100), backed by strong 19.2% margins and 501.0% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Integral Ad Science Holding LLC
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Integral Ad Science Holding LLC is a digital advertising verification company in the United States, United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, Hong Kong, and Brazil. The company is headquartered in New York, New York.
Nebius Group N.V.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Nebius Group N.V. (Ticker: NBIS) is an innovative technology firm focused on delivering advanced digital solutions that enhance client engagement and operational efficiency across various industries. Leveraging cutting-edge technologies such as cloud computing, artificial intelligence, and data analytics, Nebius empowers businesses to effectively navigate the complexities of the digital landscape. With a robust portfolio of intellectual property and strategic partnerships, the company is well-positioned to capitalize on growth opportunities in the rapidly evolving tech sector, making it an attractive investment for institutional investors aiming to access high-growth potential in technology-driven markets.
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