Opera Ltd (OPRA)vsSpotify Technology SA (SPOT)
OPRA
Opera Ltd
$18.74
-0.11%
COMMUNICATION SERVICES · Cap: $1.68B
SPOT
Spotify Technology SA
$417.83
-2.25%
COMMUNICATION SERVICES · Cap: $87.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Spotify Technology SA generates 2605% more annual revenue ($17.53B vs $647.94M). OPRA leads profitability with a 17.7% profit margin vs 15.4%. OPRA trades at a lower P/E of 14.9x. SPOT earns a higher WallStSmart Score of 64/100 (C+).
OPRA
Buy61
out of 100
Grade: C+
SPOT
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.3%
Fair Value
$12.16
Current Price
$18.74
$6.58 premium
Margin of Safety
-44.3%
Fair Value
$337.63
Current Price
$417.83
$80.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 23.2% year-over-year
Earnings expanding 35.0% YoY
Every $100 of equity generates 38 in profit
Earnings expanding 222.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Moderate valuation
Trading at 8.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : OPRA
The strongest argument for OPRA centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.7% and operating margin at 17.3%. Revenue growth of 23.2% demonstrates continued momentum.
Bull Case : SPOT
The strongest argument for SPOT centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 15.4% and operating margin at 15.8%.
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
OPRA profiles as a growth stock while SPOT is a mature play — different risk/reward profiles.
SPOT carries more volatility with a beta of 1.55 — expect wider price swings.
OPRA is growing revenue faster at 23.2% — sustainability is the question.
SPOT generates stronger free cash flow (845M), providing more financial flexibility.
Bottom Line
SPOT scores higher overall (64/100 vs 61/100), backed by strong 15.4% margins. 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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