Nebius Group N.V. (NBIS)vsNew York Times Company (NYT)
NBIS
Nebius Group N.V.
$138.23
-2.10%
COMMUNICATION SERVICES · Cap: $35.72B
NYT
New York Times Company
$79.03
+0.71%
COMMUNICATION SERVICES · Cap: $12.80B
Smart Verdict
WallStSmart Research — data-driven comparison
New York Times Company generates 428% more annual revenue ($2.80B vs $529.80M). NBIS leads profitability with a 19.2% profit margin vs 12.3%. NBIS appears more attractively valued with a PEG of 0.63. NYT earns a higher WallStSmart Score of 55/100 (C-).
NBIS
Hold47
out of 100
Grade: D+
NYT
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.4%
Fair Value
$188.18
Current Price
$138.23
$49.95 discount
Intrinsic value data unavailable for NYT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 501.0% year-over-year
Growing faster than its price suggests
Strong operational efficiency at 20.8%
Areas to Watch
0.0% earnings growth
ROE of 0.7% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NBIS
The strongest argument for NBIS centers on Revenue Growth, PEG Ratio. Profitability is solid with margins at 19.2% and operating margin at -103.0%. Revenue growth of 501.0% demonstrates continued momentum.
Bull Case : NYT
The strongest argument for NYT centers on Operating Margin. Revenue growth of 10.5% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Return on Equity, Debt/Equity. A P/E of 1283.5x leaves little room for execution misses.
Bear Case : NYT
The primary concerns for NYT are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
NBIS profiles as a growth stock while NYT is a value play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.06 — expect wider price swings.
NBIS is growing revenue faster at 501.0% — sustainability is the question.
NYT generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
NYT scores higher overall (55/100 vs 47/100) and 10.5% revenue growth. NBIS offers better value entry with a 15.4% margin of safety. Both earn "Buy" and "Hold" 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 →New York Times Company
COMMUNICATION SERVICES · PUBLISHING · USA
The New York Times Company provides news and information for readers and viewers on various platforms worldwide. The company is headquartered in New York, New York.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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