Nebius Group N.V. (NBIS)vsOpera Ltd (OPRA)
NBIS
Nebius Group N.V.
$261.15
+8.68%
COMMUNICATION SERVICES · Cap: $61.01B
OPRA
Opera Ltd
$19.81
-2.68%
COMMUNICATION SERVICES · Cap: $1.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Nebius Group N.V. generates 35% more annual revenue ($877.90M vs $647.94M). NBIS leads profitability with a 93.1% profit margin vs 17.7%. OPRA trades at a lower P/E of 15.0x. OPRA earns a higher WallStSmart Score of 61/100 (C+).
NBIS
Buy55
out of 100
Grade: C-
OPRA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.9%
Fair Value
$307.64
Current Price
$261.15
$46.49 discount
Intrinsic value data unavailable for OPRA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 23.2% year-over-year
Earnings expanding 35.0% YoY
Areas to Watch
Trading at 9.2x book value
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : OPRA
The strongest argument for OPRA centers on Debt/Equity, Altman Z-Score, P/E Ratio. Profitability is solid with margins at 17.7% and operating margin at 17.3%. Revenue growth of 23.2% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Debt/Equity. A P/E of 92.4x leaves little room for execution misses.
Bear Case : OPRA
The primary concerns for OPRA are Market Cap.
Key Dynamics to Monitor
NBIS carries more volatility with a beta of 1.43 — expect wider price swings.
NBIS is growing revenue faster at 684.0% — sustainability is the question.
OPRA generates stronger free cash flow (37M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OPRA scores higher overall (61/100 vs 55/100), backed by strong 17.7% margins and 23.2% revenue growth. NBIS offers better value entry with a 21.9% margin of safety. Both earn "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.
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 improve operational efficiency across various sectors. Leveraging cutting-edge cloud computing, artificial intelligence, and data analytics, Nebius empowers businesses to navigate the complexities of the digital landscape effectively. With a robust portfolio of intellectual property and a network of strategic partnerships, the company is strategically positioned to capitalize on significant growth opportunities, making it an attractive investment for institutional investors seeking exposure to leading-edge technology-driven markets.
Visit Website →Opera Ltd
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Opera Limited, provides web browsers for mobile and PC.
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