Nebius Group N.V. (NBIS)vsOpera Ltd (OPRA)
NBIS
Nebius Group N.V.
$177.05
-4.18%
COMMUNICATION SERVICES · Cap: $46.91B
OPRA
Opera Ltd
$18.74
-0.11%
COMMUNICATION SERVICES · Cap: $1.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Opera Ltd generates 22% more annual revenue ($647.94M vs $529.80M). OPRA leads profitability with a 17.7% profit margin vs 15.6%. OPRA trades at a lower P/E of 14.9x. OPRA earns a higher WallStSmart Score of 61/100 (C+).
NBIS
Hold47
out of 100
Grade: D+
OPRA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.8%
Fair Value
$186.91
Current Price
$177.05
$9.86 discount
Margin of Safety
-6.3%
Fair Value
$12.16
Current Price
$18.74
$6.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 547.0% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 23.2% year-over-year
Earnings expanding 35.0% YoY
Areas to Watch
Trading at 9.7x book value
0.0% earnings growth
ROE of 0.3% — below average capital efficiency
Elevated debt levels
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : NBIS
The strongest argument for NBIS centers on Revenue Growth, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at -109.8%. Revenue growth of 547.0% demonstrates continued momentum.
Bull 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.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Return on Equity. A P/E of 4619.3x leaves little room for execution misses.
Bear Case : OPRA
The primary concerns for OPRA are Market Cap.
Key Dynamics to Monitor
NBIS carries more volatility with a beta of 1.24 — expect wider price swings.
NBIS is growing revenue faster at 547.0% — sustainability is the question.
OPRA generates stronger free cash flow (37M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OPRA scores higher overall (61/100 vs 47/100), backed by strong 17.7% margins and 23.2% revenue growth. 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 →Opera Ltd
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Opera Limited, provides web browsers for mobile and PC.
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