Match Group Inc (MTCH)vsNebius Group N.V. (NBIS)
MTCH
Match Group Inc
$34.42
-0.98%
COMMUNICATION SERVICES · Cap: $8.14B
NBIS
Nebius Group N.V.
$227.81
+11.93%
COMMUNICATION SERVICES · Cap: $66.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Match Group Inc generates 301% more annual revenue ($3.52B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 18.8%. MTCH appears more attractively valued with a PEG of 0.32. MTCH earns a higher WallStSmart Score of 71/100 (B).
MTCH
Strong Buy71
out of 100
Grade: B
NBIS
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.0%
Fair Value
$46.84
Current Price
$34.42
$12.42 discount
Margin of Safety
+26.0%
Fair Value
$307.91
Current Price
$227.81
$80.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Earnings expanding 52.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 27.4%
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
Areas to Watch
3.9% revenue growth
Distress zone — elevated risk
Trading at 8.1x book value
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : MTCH
The strongest argument for MTCH centers on PEG Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.8% and operating margin at 27.4%. PEG of 0.32 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 : MTCH
The primary concerns for MTCH are Revenue Growth, Altman Z-Score.
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.
Key Dynamics to Monitor
MTCH profiles as a value stock while NBIS is a growth play — different risk/reward profiles.
MTCH carries more volatility with a beta of 1.32 — expect wider price swings.
NBIS is growing revenue faster at 684.0% — sustainability is the question.
MTCH generates stronger free cash flow (174M), providing more financial flexibility.
Bottom Line
MTCH scores higher overall (71/100 vs 55/100), backed by strong 18.8% margins. NBIS offers better value entry with a 26.0% margin of safety. Both earn "Strong 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.
Match Group Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Match Group, Inc. offers dating products globally. The company is headquartered in Dallas, Texas.
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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