Nebius Group N.V. (NBIS)vsOpera Ltd (OPRA)
NBIS
Nebius Group N.V.
$128.64
-16.84%
COMMUNICATION SERVICES · Cap: $39.14B
OPRA
Opera Ltd
$15.63
-1.88%
COMMUNICATION SERVICES · Cap: $1.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Nebius Group N.V. generates 98% more annual revenue ($1.36B vs $682.99M). OPRA leads profitability with a 18.5% profit margin vs 3.1%. 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
+74.0%
Fair Value
$463.75
Current Price
$128.64
$335.11 discount
Intrinsic value data unavailable for OPRA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 454.0% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 76.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Areas to Watch
0.0% earnings growth
ROE of 0.6% — below average capital efficiency
3.1% margin — thin
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, Revenue Growth. Revenue growth of 454.0% demonstrates continued momentum. PEG of 0.34 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 18.5% and operating margin at 16.3%. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Return on Equity, Profit Margin. A P/E of 120.4x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : OPRA
The primary concerns for OPRA are Market Cap.
Key Dynamics to Monitor
NBIS profiles as a hypergrowth stock while OPRA is a growth play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.46 — expect wider price swings.
NBIS is growing revenue faster at 454.0% — sustainability is the question.
OPRA generates stronger free cash flow (22M), providing more financial flexibility.
Bottom Line
OPRA scores higher overall (61/100 vs 47/100), backed by strong 18.5% margins and 24.6% revenue growth. NBIS offers better value entry with a 74.0% margin of safety. 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 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.
Visit Website →Opera Ltd
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Opera Limited, provides web browsers for mobile and PC.
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