Nebius Group N.V. (NBIS)vsQuanta Services Inc (PWR)
NBIS
Nebius Group N.V.
$195.09
+10.90%
COMMUNICATION SERVICES · Cap: $39.09B
PWR
Quanta Services Inc
$785.29
+1.77%
INDUSTRIALS · Cap: $113.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 5585% more annual revenue ($30.12B vs $529.80M). NBIS leads profitability with a 15.6% profit margin vs 3.7%. NBIS appears more attractively valued with a PEG of 0.63. PWR earns a higher WallStSmart Score of 54/100 (C-).
NBIS
Hold47
out of 100
Grade: D+
PWR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.2%
Fair Value
$187.74
Current Price
$195.09
$7.35 discount
Intrinsic value data unavailable for PWR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 547.0% year-over-year
Growing faster than its price suggests
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
Trading at 10.7x book value
0.0% earnings growth
ROE of 0.3% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Trading at 13.1x book value
3.7% margin — thin
Operating margin of 4.2%
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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Return on Equity. A P/E of 1404.5x leaves little room for execution misses.
Bear Case : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 102.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
PWR 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.
PWR generates stronger free cash flow (172M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PWR scores higher overall (54/100 vs 47/100) and 26.3% revenue growth. NBIS offers better value entry with a 15.2% 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 →Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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