WallStSmart

Nebius Group N.V. (NBIS)vsUSA TODAY Co., Inc. (TDAY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

USA TODAY Co., Inc. generates 335% more annual revenue ($2.30B vs $529.80M). NBIS leads profitability with a 19.2% profit margin vs 0.1%. 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: 4.0Value: 6.0Quality: 5.5
Piotroski: 5/9Altman Z: 0.92

TDAY

Hold

45

out of 100

Grade: D+

Growth: 2.7Profit: 5.0Value: 6.7Quality: 2.5
Piotroski: 2/9Altman Z: 0.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NBISUndervalued (+15.4%)

Margin of Safety

+15.4%

Fair Value

$188.18

Current Price

$141.19

$46.99 discount

UndervaluedFair: $188.18Overvalued
TDAYUndervalued (+72.0%)

Margin of Safety

+72.0%

Fair Value

$21.70

Current Price

$7.23

$14.47 discount

UndervaluedFair: $21.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NBIS2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
501.0%10/10

Revenue surging 501.0% year-over-year

PEG RatioValuation
0.638/10

Growing faster than its price suggests

TDAY1 strengths · Avg: 8.0/10
PEG RatioValuation
0.948/10

Growing faster than its price suggests

Areas to Watch

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

0.0% earnings growth

Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Debt/EquityHealth
1.063/10

Elevated debt levels

P/E RatioValuation
1283.5x2/10

Premium valuation, high expectations priced in

TDAY4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.09B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
0.1%3/10

0.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : NBIS

The strongest argument for NBIS centers on 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 : TDAY

The strongest argument for TDAY centers on PEG Ratio. PEG of 0.94 suggests the stock is reasonably priced for its growth.

Bear Case : NBIS

The primary concerns for NBIS are EPS Growth, Return on Equity, Debt/Equity. A P/E of 1283.5x leaves little room for execution misses.

Bear Case : TDAY

The primary concerns for TDAY are EPS Growth, Market Cap, Return on Equity. A P/E of 739.0x leaves little room for execution misses. Debt-to-equity of 5.96 is elevated, increasing financial risk.

Key Dynamics to Monitor

NBIS profiles as a growth stock while TDAY is a value play — different risk/reward profiles.

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

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

TDAY generates stronger free cash flow (31M), 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. TDAY offers better value entry with a 72.0% margin of safety. 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 a forward-looking technology company specializing in advanced digital solutions designed to enhance client engagement and streamline operational efficiency across diverse sectors. By harnessing the power of cloud computing, artificial intelligence, and data analytics, Nebius equips businesses to effectively manage the complexities of the digital age. With a strong portfolio of intellectual property and meaningful strategic partnerships, the company is poised to capture significant growth opportunities in the dynamic technology landscape, positioning itself as an appealing investment choice for institutional investors seeking high-growth prospects in tech-driven markets.

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USA TODAY Co., Inc.

COMMUNICATION SERVICES · PUBLISHING · USA

USA TODAY Co., Inc. is a media and digital marketing solutions company in the United States. The company is headquartered in New York, New York.

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