WallStSmart

Nebius Group N.V. (NBIS)vsSmart Digital Group Limited Ordinary Shares (SDM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nebius Group N.V. generates 3543% more annual revenue ($1.36B vs $37.20M). NBIS leads profitability with a 3.1% profit margin vs -101.7%. NBIS earns a higher WallStSmart Score of 43/100 (D).

NBIS

Hold

43

out of 100

Grade: D

Growth: 8.0Profit: 3.0Value: 7.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.10

SDM

Avoid

26

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.3Quality: 6.5
Piotroski: 4/9Altman Z: -7.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NBISUndervalued (+52.2%)

Margin of Safety

+52.2%

Fair Value

$469.87

Current Price

$224.55

$245.32 discount

UndervaluedFair: $469.87Overvalued

Intrinsic value data unavailable for SDM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NBIS3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
454.0%10/10

Revenue surging 454.0% year-over-year

Market CapQuality
$57.01B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

SDM2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
70.8%10/10

Revenue surging 70.8% year-over-year

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Areas to Watch

NBIS4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
0.6%3/10

ROE of 0.6% — below average capital efficiency

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Free Cash FlowQuality
$-3.41B2/10

Negative free cash flow — burning cash

SDM4 concerns · Avg: 2.8/10
P/E RatioValuation
26.4x4/10

Moderate valuation

Market CapQuality
$58.69M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-422.4%2/10

ROE of -422.4% — below average capital efficiency

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : NBIS

The strongest argument for NBIS centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 454.0% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : SDM

The strongest argument for SDM centers on Revenue Growth, Debt/Equity. Revenue growth of 70.8% demonstrates continued momentum.

Bear Case : NBIS

The primary concerns for NBIS are EPS Growth, Return on Equity, Profit Margin. Thin 3.1% margins leave little buffer for downturns.

Bear Case : SDM

The primary concerns for SDM are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

NBIS is growing revenue faster at 454.0% — sustainability is the question.

SDM generates stronger free cash flow (-6M), providing more financial flexibility.

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

Bottom Line

NBIS scores higher overall (43/100 vs 26/100) and 454.0% revenue growth. Both earn "Hold" 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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Smart Digital Group Limited Ordinary Shares

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Smart Digital Group Limited, provides internet media, business planning and consulting, event planning and execution, and software customization and marketing services in Singapore, Mainland China, and Macau. The company is headquartered in Singapore.

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