Nebius Group N.V. (NBIS)vsStubHub Holdings, Inc. (STUB)
NBIS
Nebius Group N.V.
$128.64
-16.84%
COMMUNICATION SERVICES · Cap: $39.14B
STUB
StubHub Holdings, Inc.
$5.05
-9.59%
COMMUNICATION SERVICES · Cap: $2.16B
Smart Verdict
WallStSmart Research — data-driven comparison
StubHub Holdings, Inc. generates 43% more annual revenue ($1.94B vs $1.36B). NBIS leads profitability with a 3.1% profit margin vs -91.3%. NBIS earns a higher WallStSmart Score of 47/100 (D+).
NBIS
Hold47
out of 100
Grade: D+
STUB
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.0%
Fair Value
$463.75
Current Price
$128.64
$335.11 discount
Intrinsic value data unavailable for STUB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 454.0% year-over-year
Reasonable price relative to book value
Revenue surging 33.2% year-over-year
Areas to Watch
0.0% earnings growth
ROE of 0.6% — below average capital efficiency
3.1% margin — thin
Premium valuation, high expectations priced in
0.0% earnings growth
Operating margin of 3.4%
Weak financial health signals
ROE of -91.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : NBIS
The strongest argument for NBIS centers on PEG Ratio, Revenue Growth. Revenue growth of 454.0% demonstrates continued momentum. PEG of 0.34 suggests the stock is reasonably priced for its growth.
Bull Case : STUB
The strongest argument for STUB centers on Price/Book, Revenue Growth. Revenue growth of 33.2% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Return on Equity, Profit Margin. A P/E of 120.4x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : STUB
The primary concerns for STUB are EPS Growth, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
NBIS is growing revenue faster at 454.0% — sustainability is the question.
STUB generates stronger free cash flow (321M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NBIS scores higher overall (47/100 vs 46/100) and 454.0% 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 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.
Visit Website →StubHub Holdings, Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
StubHub Holdings, Inc. operates ticketing marketplace for live event tickets globally. The company is headquartered in New York, New York.
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