Opera Ltd (OPRA)vsSpotify Technology SA (SPOT)
OPRA
Opera Ltd
$15.63
-1.88%
COMMUNICATION SERVICES · Cap: $1.42B
SPOT
Spotify Technology SA
$598.51
-1.74%
COMMUNICATION SERVICES · Cap: $125.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Spotify Technology SA generates 2654% more annual revenue ($18.81B vs $682.99M). OPRA leads profitability with a 18.5% profit margin vs 15.7%. OPRA trades at a lower P/E of 11.5x. OPRA earns a higher WallStSmart Score of 61/100 (C+).
OPRA
Buy61
out of 100
Grade: C+
SPOT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OPRA.
Margin of Safety
-51.5%
Fair Value
$321.50
Current Price
$598.51
$277.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 76.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 30 in profit
16.3% revenue growth
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.5x book value
Earnings declined 24.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : OPRA
The strongest argument for OPRA centers on P/E Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 18.5% and operating margin at 16.3%. Revenue growth of 24.6% demonstrates continued momentum.
Bull Case : SPOT
The strongest argument for SPOT centers on Debt/Equity, Market Cap, Return on Equity. Profitability is solid with margins at 15.7% and operating margin at 13.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : OPRA
The primary concerns for OPRA are Market Cap.
Bear Case : SPOT
The primary concerns for SPOT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
SPOT carries more volatility with a beta of 1.46 — expect wider price swings.
OPRA is growing revenue faster at 24.6% — sustainability is the question.
SPOT generates stronger free cash flow (734M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OPRA scores higher overall (61/100 vs 54/100), backed by strong 18.5% margins and 24.6% revenue growth. 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.
Opera Ltd
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Opera Limited, provides web browsers for mobile and PC.
Spotify Technology SA
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Spotify Technology SA, provides audio streaming services worldwide. The company is headquartered in Luxembourg, Luxembourg.
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