Nebius Group N.V. (NBIS)vsRadcom Ltd (RDCM)
NBIS
Nebius Group N.V.
$184.77
-5.29%
COMMUNICATION SERVICES · Cap: $46.91B
RDCM
Radcom Ltd
$16.00
+0.19%
COMMUNICATION SERVICES · Cap: $267.31M
Smart Verdict
WallStSmart Research — data-driven comparison
Nebius Group N.V. generates 641% more annual revenue ($529.80M vs $71.49M). RDCM leads profitability with a 16.8% profit margin vs 15.6%. NBIS appears more attractively valued with a PEG of 0.63. RDCM earns a higher WallStSmart Score of 58/100 (C).
NBIS
Hold47
out of 100
Grade: D+
RDCM
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.8%
Fair Value
$186.91
Current Price
$184.77
$2.14 discount
Margin of Safety
+39.0%
Fair Value
$19.46
Current Price
$16.00
$3.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 547.0% year-over-year
Growing faster than its price suggests
Earnings expanding 50.9% YoY
Reasonable price relative to book value
15.9% revenue growth
Areas to Watch
Trading at 10.1x book value
0.0% earnings growth
ROE of 0.3% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NBIS
The strongest argument for NBIS centers on Revenue Growth, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at -109.8%. Revenue growth of 547.0% demonstrates continued momentum.
Bull Case : RDCM
The strongest argument for RDCM centers on EPS Growth, Price/Book, Revenue Growth. Profitability is solid with margins at 16.8% and operating margin at 14.2%. Revenue growth of 15.9% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Return on Equity. A P/E of 4619.3x leaves little room for execution misses.
Bear Case : RDCM
The primary concerns for RDCM are Market Cap, PEG Ratio.
Key Dynamics to Monitor
NBIS carries more volatility with a beta of 1.24 — expect wider price swings.
NBIS is growing revenue faster at 547.0% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RDCM scores higher overall (58/100 vs 47/100), backed by strong 16.8% margins and 15.9% 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 a forward-looking technology company specializing in advanced digital solutions designed to enhance client engagement and streamline operational efficiency across diverse sectors. By harnessing the power of cloud computing, artificial intelligence, and data analytics, Nebius equips businesses to effectively manage the complexities of the digital age. With a strong portfolio of intellectual property and meaningful strategic partnerships, the company is poised to capture significant growth opportunities in the dynamic technology landscape, positioning itself as an appealing investment choice for institutional investors seeking high-growth prospects in tech-driven markets.
Visit Website →Radcom Ltd
COMMUNICATION SERVICES · TELECOM SERVICES · USA
RADCOM Ltd. provides 5G-ready cloud-native network intelligence and service assurance solutions for telecommunications operators or Communication Service Providers (CSPs). The company is headquartered in Tel Aviv, Israel.
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