WallStSmart

Imax Corp (IMAX)vsNebius Group N.V. (NBIS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nebius Group N.V. generates 111% more annual revenue ($877.90M vs $416.08M). NBIS leads profitability with a 93.1% profit margin vs 9.8%. NBIS appears more attractively valued with a PEG of 0.63. IMAX earns a higher WallStSmart Score of 63/100 (C+).

IMAX

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 6.5Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: 1.08

NBIS

Buy

55

out of 100

Grade: C-

Growth: 8.0Profit: 5.0Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IMAXSignificantly Overvalued (-30.6%)

Margin of Safety

-30.6%

Fair Value

$27.95

Current Price

$48.49

$20.54 premium

UndervaluedFair: $27.95Overvalued
NBISUndervalued (+28.5%)

Margin of Safety

+28.5%

Fair Value

$306.34

Current Price

$187.97

$118.37 discount

UndervaluedFair: $306.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IMAX3 strengths · Avg: 8.0/10
PEG RatioValuation
0.898/10

Growing faster than its price suggests

Operating MarginProfitability
22.5%8/10

Strong operational efficiency at 22.5%

EPS GrowthGrowth
35.0%8/10

Earnings expanding 35.0% YoY

NBIS4 strengths · Avg: 9.3/10
Profit MarginProfitability
93.1%10/10

Keeps 93 of every $100 in revenue as profit

Revenue GrowthGrowth
684.0%10/10

Revenue surging 684.0% year-over-year

Market CapQuality
$57.31B9/10

Large-cap with strong market position

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Areas to Watch

IMAX2 concerns · Avg: 2.0/10
P/E RatioValuation
65.5x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.082/10

Distress zone — elevated risk

NBIS4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Debt/EquityHealth
1.323/10

Elevated debt levels

P/E RatioValuation
87.2x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-214.90M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : IMAX

The strongest argument for IMAX centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 12.2% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.

Bull 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.

Bear Case : IMAX

The primary concerns for IMAX are P/E Ratio, Altman Z-Score. A P/E of 65.5x leaves little room for execution misses.

Bear Case : NBIS

The primary concerns for NBIS are EPS Growth, Debt/Equity, P/E Ratio. A P/E of 87.2x leaves little room for execution misses.

Key Dynamics to Monitor

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

NBIS carries more volatility with a beta of 1.43 — expect wider price swings.

NBIS is growing revenue faster at 684.0% — sustainability is the question.

IMAX generates stronger free cash flow (32M), providing more financial flexibility.

Bottom Line

IMAX scores higher overall (63/100 vs 55/100) and 12.2% revenue growth. NBIS offers better value entry with a 28.5% 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.

Imax Corp

COMMUNICATION SERVICES · ENTERTAINMENT · USA

IMAX Corporation, is a worldwide entertainment technology company. The company is headquartered in Mississauga, Canada.

Visit Website →

Nebius Group N.V.

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Nebius Group N.V. (Ticker: NBIS) is an innovative technology firm that specializes in advanced digital solutions to enhance client engagement and operational efficiency across diverse sectors. By integrating cutting-edge cloud computing, artificial intelligence, and data analytics, Nebius enables businesses to adeptly manage the complexities of today's digital landscape. The company boasts a strong portfolio of intellectual property and strategic partnerships, positioning it favorably to capitalize on significant growth opportunities in the technology-driven marketplace. As such, Nebius presents a compelling investment opportunity for institutional investors seeking to gain exposure to pioneering solutions in the tech sector.

Visit Website →

Want to dig deeper into these stocks?