IREN Ltd (IREN)vsNomura Holdings Inc ADR (NMR)
IREN
IREN Ltd
$29.31
-13.62%
FINANCIAL SERVICES · Cap: $12.02B
NMR
Nomura Holdings Inc ADR
$9.67
+0.57%
FINANCIAL SERVICES · Cap: $28.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Nomura Holdings Inc ADR generates 286228% more annual revenue ($2.17T vs $757.07M). IREN leads profitability with a 20.9% profit margin vs 16.7%. NMR appears more attractively valued with a PEG of 0.82. NMR earns a higher WallStSmart Score of 70/100 (B-).
IREN
Hold46
out of 100
Grade: D+
NMR
Strong Buy70
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
Earnings expanding 42.9% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Revenue surging 27.5% year-over-year
Areas to Watch
0.0% revenue growth
ROE of 2.9% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
4.1% earnings growth
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : IREN
The strongest argument for IREN centers on Profit Margin, EPS Growth. Profitability is solid with margins at 20.9% and operating margin at -64.5%.
Bull Case : NMR
The strongest argument for NMR centers on Price/Book, PEG Ratio, P/E Ratio. Profitability is solid with margins at 16.7% and operating margin at 19.5%. Revenue growth of 27.5% demonstrates continued momentum.
Bear Case : IREN
The primary concerns for IREN are Revenue Growth, Return on Equity, Debt/Equity. A P/E of 43.7x leaves little room for execution misses.
Bear Case : NMR
The primary concerns for NMR are EPS Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 4.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
IREN profiles as a value stock while NMR is a growth play — different risk/reward profiles.
IREN carries more volatility with a beta of 4.28 — expect wider price swings.
NMR is growing revenue faster at 27.5% — sustainability is the question.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NMR scores higher overall (70/100 vs 46/100), backed by strong 16.7% margins and 27.5% revenue growth. Both earn "Strong Buy" 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.
IREN Ltd
FINANCIAL SERVICES · CAPITAL MARKETS · USA
IREN Limited (Ticker: IREN) is a vertically integrated data-center and digital infrastructure company traded on the Nasdaq. Headquartered in Sydney, Australia, it develops, owns and operates large-scale, renewable-powered data centers across North America that support Bitcoin mining, AI cloud services, and high-performance computing workloads. Originally known as Iris Energy Limited before rebranding in 2024, IREN combines its energy infrastructure and computing platforms to generate revenue from cryptocurrency mining and increasingly from GPU-powered AI cloud offerings. The company has secured significant power capacity and major customer contracts as it pivots toward AI data-center growth while maintaining its legacy mining business.
Visit Website →Nomura Holdings Inc ADR
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Nomura Holdings, Inc. provides various financial services to individuals, corporations, financial institutions, governments, and government agencies worldwide. The company is headquartered in Tokyo, Japan.
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