WallStSmart

Nebius Group N.V. (NBIS)vsSnap Inc (SNAP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Snap Inc generates 1020% more annual revenue ($5.93B vs $529.80M). NBIS leads profitability with a 19.2% profit margin vs -7.8%. NBIS appears more attractively valued with a PEG of 0.63. NBIS earns a higher WallStSmart Score of 47/100 (D+).

NBIS

Hold

47

out of 100

Grade: D+

Growth: 8.0Profit: 5.5Value: 4.7Quality: 7.0
Piotroski: 5/9Altman Z: 0.92

SNAP

Hold

45

out of 100

Grade: D+

Growth: 7.3Profit: 2.5Value: 4.0Quality: 6.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NBISSignificantly Overvalued (-10706.1%)

Margin of Safety

-10706.1%

Fair Value

$0.82

Current Price

$118.56

$117.74 premium

UndervaluedFair: $0.82Overvalued

Intrinsic value data unavailable for SNAP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NBIS3 strengths · Avg: 9.3/10
Return on EquityProfitability
74.0%10/10

Every $100 of equity generates 74 in profit

Revenue GrowthGrowth
501.0%10/10

Revenue surging 501.0% year-over-year

PEG RatioValuation
0.638/10

Growing faster than its price suggests

SNAP1 strengths · Avg: 10.0/10
EPS GrowthGrowth
395.8%10/10

Earnings expanding 395.8% YoY

Areas to Watch

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

0.0% earnings growth

Debt/EquityHealth
1.063/10

Elevated debt levels

P/E RatioValuation
1082.1x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-1.22B2/10

Negative free cash flow — burning cash

SNAP4 concerns · Avg: 2.5/10
Operating MarginProfitability
2.9%3/10

Operating margin of 2.9%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
496.062/10

Expensive relative to growth rate

Return on EquityProfitability
-19.5%2/10

ROE of -19.5% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : NBIS

The strongest argument for NBIS centers on Return on Equity, Revenue Growth, PEG Ratio. Profitability is solid with margins at 19.2% and operating margin at -103.0%. Revenue growth of 501.0% demonstrates continued momentum.

Bull Case : SNAP

The strongest argument for SNAP centers on EPS Growth. Revenue growth of 10.2% demonstrates continued momentum.

Bear Case : NBIS

The primary concerns for NBIS are EPS Growth, Debt/Equity, P/E Ratio. A P/E of 1082.1x leaves little room for execution misses.

Bear Case : SNAP

The primary concerns for SNAP are Operating Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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

NBIS carries more volatility with a beta of 1.16 — expect wider price swings.

NBIS is growing revenue faster at 501.0% — sustainability is the question.

SNAP generates stronger free cash flow (206M), providing more financial flexibility.

Bottom Line

NBIS scores higher overall (47/100 vs 45/100), backed by strong 19.2% margins and 501.0% revenue growth. Both earn "Hold" 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 an innovative technology firm focused on delivering advanced digital solutions that enhance client engagement and operational efficiency across various industries. Leveraging cutting-edge technologies such as cloud computing, artificial intelligence, and data analytics, Nebius empowers businesses to effectively navigate the complexities of the digital landscape. With a robust portfolio of intellectual property and strategic partnerships, the company is well-positioned to capitalize on growth opportunities in the rapidly evolving tech sector, making it an attractive investment for institutional investors aiming to access high-growth potential in technology-driven markets.

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Snap Inc

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Snap Inc. is a camera company in the United States and internationally. The company is headquartered in Santa Monica, California.

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