WallStSmart

Nebius Group N.V. (NBIS)vsConstellation Brands Inc Class A (STZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Brands Inc Class A generates 1671% more annual revenue ($9.38B vs $529.80M). NBIS leads profitability with a 19.2% profit margin vs 11.8%. NBIS appears more attractively valued with a PEG of 0.63. STZ earns a higher WallStSmart Score of 50/100 (D+).

NBIS

Hold

47

out of 100

Grade: D+

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

STZ

Hold

50

out of 100

Grade: D+

Growth: 2.7Profit: 7.5Value: 4.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NBISSignificantly Overvalued (-10706.1%)

Margin of Safety

-10706.1%

Fair Value

$0.82

Current Price

$114.91

$114.09 premium

UndervaluedFair: $0.82Overvalued
STZSignificantly Overvalued (-276.7%)

Margin of Safety

-276.7%

Fair Value

$43.32

Current Price

$152.68

$109.36 premium

UndervaluedFair: $43.32Overvalued

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

STZ1 strengths · Avg: 10.0/10
Operating MarginProfitability
33.9%10/10

Strong operational efficiency at 33.9%

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
980.2x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-1.22B2/10

Negative free cash flow — burning cash

STZ4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Debt/EquityHealth
1.383/10

Elevated debt levels

PEG RatioValuation
5.462/10

Expensive relative to growth rate

Revenue GrowthGrowth
-9.8%2/10

Revenue declined 9.8%

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 : STZ

The strongest argument for STZ centers on Operating Margin.

Bear Case : NBIS

The primary concerns for NBIS are EPS Growth, Debt/Equity, P/E Ratio. A P/E of 980.2x leaves little room for execution misses.

Bear Case : STZ

The primary concerns for STZ are Altman Z-Score, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

NBIS profiles as a growth stock while STZ is a declining 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.

STZ generates stronger free cash flow (371M), providing more financial flexibility.

Bottom Line

STZ scores higher overall (50/100 vs 47/100). 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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Constellation Brands Inc Class A

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Constellation Brands, Inc., headquartered in Victor, New York, is an American producer and marketer of beer, wine, and spirits.

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