Nebius Group N.V. (NBIS)vsZillow Group Inc (ZG)
NBIS
Nebius Group N.V.
$227.81
+11.93%
COMMUNICATION SERVICES · Cap: $66.16B
ZG
Zillow Group Inc
$35.39
-1.64%
COMMUNICATION SERVICES · Cap: $7.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Zillow Group Inc generates 207% more annual revenue ($2.69B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 2.3%. NBIS appears more attractively valued with a PEG of 0.63. ZG earns a higher WallStSmart Score of 61/100 (C+).
NBIS
Buy55
out of 100
Grade: C-
ZG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.0%
Fair Value
$307.91
Current Price
$227.81
$80.10 discount
Margin of Safety
+89.5%
Fair Value
$430.91
Current Price
$35.39
$395.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 93 of every $100 in revenue as profit
Revenue surging 684.0% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
18.4% revenue growth
Areas to Watch
Trading at 8.1x book value
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
ROE of 1.4% — below average capital efficiency
2.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : NBIS
The strongest argument for NBIS centers on Profit Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 93.1% and operating margin at -32.1%. Revenue growth of 684.0% demonstrates continued momentum.
Bull Case : ZG
The strongest argument for ZG centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Debt/Equity. A P/E of 101.0x leaves little room for execution misses.
Bear Case : ZG
The primary concerns for ZG are Return on Equity, Profit Margin, P/E Ratio. A P/E of 128.9x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ZG carries more volatility with a beta of 1.94 — expect wider price swings.
NBIS is growing revenue faster at 684.0% — sustainability is the question.
ZG generates stronger free cash flow (164M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZG scores higher overall (61/100 vs 55/100) and 18.4% revenue growth. NBIS offers better value entry with a 26.0% margin of safety. Both earn "Buy" and "Buy" 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.
Visit Website →Zillow Group Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile apps and websites in the United States. The company is headquartered in Seattle, Washington.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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