Match Group Inc (MTCH)vsNebius Group N.V. (NBIS)
MTCH
Match Group Inc
$39.40
+0.31%
COMMUNICATION SERVICES · Cap: $9.11B
NBIS
Nebius Group N.V.
$188.43
+27.13%
COMMUNICATION SERVICES · Cap: $55.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Match Group Inc generates 301% more annual revenue ($3.52B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 18.8%. MTCH appears more attractively valued with a PEG of 0.36. MTCH earns a higher WallStSmart Score of 71/100 (B).
MTCH
Strong Buy71
out of 100
Grade: B
NBIS
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.2%
Fair Value
$46.33
Current Price
$39.40
$6.93 discount
Margin of Safety
+38.7%
Fair Value
$306.34
Current Price
$188.43
$117.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Earnings expanding 52.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 27.4%
Keeps 93 of every $100 in revenue as profit
Revenue surging 684.0% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
3.9% revenue growth
Distress zone — elevated risk
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : MTCH
The strongest argument for MTCH centers on PEG Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.8% and operating margin at 27.4%. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bull Case : NBIS
The strongest argument for NBIS centers on Profit Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 93.1% and operating margin at -32.1%. Revenue growth of 684.0% demonstrates continued momentum.
Bear Case : MTCH
The primary concerns for MTCH are Revenue Growth, Altman Z-Score.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Debt/Equity, P/E Ratio. A P/E of 84.6x leaves little room for execution misses.
Key Dynamics to Monitor
MTCH profiles as a value stock while NBIS is a growth play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.40 — expect wider price swings.
NBIS is growing revenue faster at 684.0% — sustainability is the question.
MTCH generates stronger free cash flow (174M), providing more financial flexibility.
Bottom Line
MTCH scores higher overall (71/100 vs 55/100), backed by strong 18.8% margins. NBIS offers better value entry with a 38.7% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Match Group Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Match Group, Inc. offers dating products globally. The company is headquartered in Dallas, Texas.
Nebius Group N.V.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Nebius Group N.V. (Ticker: NBIS) is an innovative technology firm that specializes in advanced digital solutions to enhance client engagement and operational efficiency across diverse sectors. By integrating cutting-edge cloud computing, artificial intelligence, and data analytics, Nebius enables businesses to adeptly manage the complexities of today's digital landscape. The company boasts a strong portfolio of intellectual property and strategic partnerships, positioning it favorably to capitalize on significant growth opportunities in the technology-driven marketplace. As such, Nebius presents a compelling investment opportunity for institutional investors seeking to gain exposure to pioneering solutions in the tech sector.
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