WallStSmart

Nebius Group N.V. (NBIS)vsVivid Seats Inc (SEAT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nebius Group N.V. generates 161% more annual revenue ($1.36B vs $518.83M). NBIS leads profitability with a 3.1% profit margin vs -60.3%. 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

SEAT

Avoid

35

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -5.58
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
SEATUndervalued (+55.6%)

Margin of Safety

+55.6%

Fair Value

$15.80

Current Price

$4.95

$10.85 discount

UndervaluedFair: $15.80Overvalued

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

SEAT1 strengths · Avg: 10.0/10
Debt/EquityHealth
-3.8210/10

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

SEAT4 concerns · Avg: 2.3/10
Market CapQuality
$52.95M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-284.3%2/10

ROE of -284.3% — below average capital efficiency

Revenue GrowthGrowth
-9.5%2/10

Revenue declined 9.5%

EPS GrowthGrowth
-41.9%2/10

Earnings declined 41.9%

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 : SEAT

The strongest argument for SEAT centers on Debt/Equity.

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 : SEAT

The primary concerns for SEAT are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

NBIS profiles as a hypergrowth stock while SEAT is a turnaround play — different risk/reward profiles.

NBIS carries more volatility with a beta of 1.44 — expect wider price swings.

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

SEAT generates stronger free cash flow (-4M), providing more financial flexibility.

Bottom Line

NBIS scores higher overall (43/100 vs 35/100) and 454.0% revenue growth. SEAT offers better value entry with a 55.6% margin of safety. 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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Vivid Seats Inc

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Vivid Seats Inc. (SEAT) operates as a leading online ticket marketplace, facilitating access to a diverse range of live events including concerts, sports, and theater since its inception in 2001. Headquartered in Chicago, the company leverages advanced technology and data analytics to continually enhance customer experiences while adapting to evolving market trends in the dynamic entertainment sector. As a publicly traded company, Vivid Seats is committed to strategic partnerships and customer satisfaction, underscoring its reputation in the competitive secondary ticket market. With an unwavering focus on innovation and transparency, Vivid Seats is well-positioned to seize growth opportunities in the rapidly expanding live entertainment industry.

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