Nebius Group N.V. (NBIS)vsQuanta Services Inc (PWR)
NBIS
Nebius Group N.V.
$222.24
+2.06%
COMMUNICATION SERVICES · Cap: $66.03B
PWR
Quanta Services Inc
$719.17
+0.49%
INDUSTRIALS · Cap: $108.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 3331% more annual revenue ($30.12B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 3.7%. NBIS appears more attractively valued with a PEG of 0.63. PWR earns a higher WallStSmart Score of 56/100 (C).
NBIS
Buy55
out of 100
Grade: C-
PWR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$307.64
Current Price
$222.24
$85.40 discount
Intrinsic value data unavailable for PWR.
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
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 11.9x book value
3.7% margin — thin
Operating margin of 4.2%
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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Debt/Equity, P/E Ratio. A P/E of 100.0x leaves little room for execution misses.
Bear Case : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 99.0x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
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.
PWR generates stronger free cash flow (172M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PWR scores higher overall (56/100 vs 55/100) and 26.3% revenue growth. 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 →Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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