Nebius Group N.V. (NBIS)vsOpera Ltd (OPRA)
NBIS
Nebius Group N.V.
$115.09
+0.16%
COMMUNICATION SERVICES · Cap: $29.07B
OPRA
Opera Ltd
$13.72
-1.93%
COMMUNICATION SERVICES · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Opera Ltd generates 16% more annual revenue ($614.83M vs $529.80M). NBIS leads profitability with a 19.2% profit margin vs 17.6%. OPRA trades at a lower P/E of 11.5x. OPRA earns a higher WallStSmart Score of 61/100 (C+).
NBIS
Hold47
out of 100
Grade: D+
OPRA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11714.7%
Fair Value
$0.75
Current Price
$115.09
$114.34 premium
Margin of Safety
+76.8%
Fair Value
$55.69
Current Price
$13.72
$41.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 90.0% YoY
Revenue surging 21.5% year-over-year
Areas to Watch
0.0% earnings growth
ROE of 0.7% — below average capital efficiency
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 PEG Ratio. Profitability is solid with margins at 19.2% and operating margin at -103.0%. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : OPRA
The strongest argument for OPRA centers on P/E Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 17.6% and operating margin at 16.3%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Return on Equity, Debt/Equity. A P/E of 1044.6x leaves little room for execution misses.
Bear Case : OPRA
The primary concerns for OPRA are Market Cap.
Key Dynamics to Monitor
NBIS profiles as a mature stock while OPRA is a growth play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.16 — expect wider price swings.
OPRA is growing revenue faster at 21.5% — sustainability is the question.
OPRA generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
OPRA scores higher overall (61/100 vs 47/100), backed by strong 17.6% margins and 21.5% revenue growth. Both earn "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.
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.
Visit Website →Opera Ltd
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Opera Limited, provides web browsers for mobile and PC.
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