WallStSmart

Nebius Group N.V. (NBIS)vsPicoCELA Inc. American Depositary Shares (PCLA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nebius Group N.V. generates 61% more annual revenue ($877.90M vs $544.69M). NBIS leads profitability with a 93.1% profit margin vs -115.0%. NBIS earns a higher WallStSmart Score of 55/100 (C-).

NBIS

Buy

55

out of 100

Grade: C-

Growth: 8.0Profit: 5.0Value: 6.7Quality: 6.0
Piotroski: 5/9Altman Z: 1.10

PCLA

Avoid

21

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 5.0
Piotroski: 2/9Altman Z: -3.92
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NBISUndervalued (+38.7%)

Margin of Safety

+38.7%

Fair Value

$306.34

Current Price

$188.43

$117.91 discount

UndervaluedFair: $306.34Overvalued

Intrinsic value data unavailable for PCLA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NBIS4 strengths · Avg: 9.3/10
Profit MarginProfitability
93.1%10/10

Keeps 93 of every $100 in revenue as profit

Revenue GrowthGrowth
684.0%10/10

Revenue surging 684.0% year-over-year

Market CapQuality
$55.39B9/10

Large-cap with strong market position

PEG RatioValuation
0.638/10

Growing faster than its price suggests

PCLA1 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

NBIS4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Debt/EquityHealth
1.323/10

Elevated debt levels

P/E RatioValuation
84.6x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-214.90M2/10

Negative free cash flow — burning cash

PCLA4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$56.24M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-150.3%2/10

ROE of -150.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : PCLA

The strongest argument for PCLA centers on Price/Book.

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.

Bear Case : PCLA

The primary concerns for PCLA are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

NBIS profiles as a growth stock while PCLA is a turnaround play — different risk/reward profiles.

NBIS is growing revenue faster at 684.0% — sustainability is the question.

NBIS generates stronger free cash flow (-215M), providing more financial flexibility.

Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NBIS scores higher overall (55/100 vs 21/100), backed by strong 93.1% margins and 684.0% revenue growth. Both earn "Buy" and "Avoid" 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.

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PicoCELA Inc. American Depositary Shares

COMMUNICATION SERVICES · TELECOM SERVICES · USA

PicoCELA Inc. engages in the manufacture, installation, and service for enterprise wireless mesh solutions in Japan. The company is headquartered in Tokyo, Japan.

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