Nebius Group N.V. (NBIS)vsQuinStreet Inc (QNST)
NBIS
Nebius Group N.V.
$188.43
+27.13%
COMMUNICATION SERVICES · Cap: $55.39B
QNST
QuinStreet Inc
$15.50
-3.91%
COMMUNICATION SERVICES · Cap: $926.59M
Smart Verdict
WallStSmart Research — data-driven comparison
QuinStreet Inc generates 35% more annual revenue ($1.18B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 5.5%. NBIS appears more attractively valued with a PEG of 0.63. QNST earns a higher WallStSmart Score of 71/100 (B).
NBIS
Buy55
out of 100
Grade: C-
QNST
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.7%
Fair Value
$306.34
Current Price
$188.43
$117.91 discount
Intrinsic value data unavailable for QNST.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Earnings expanding 65.2% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Smaller company, higher risk/reward
5.5% margin — thin
Operating margin of 3.9%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : QNST
The strongest argument for QNST centers on EPS Growth, Altman Z-Score, Return on Equity. Revenue growth of 28.3% demonstrates continued momentum. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Debt/Equity, P/E Ratio. A P/E of 84.6x leaves little room for execution misses.
Bear Case : QNST
The primary concerns for QNST are Market Cap, Profit Margin, Operating Margin.
Key Dynamics to Monitor
NBIS carries more volatility with a beta of 1.40 — expect wider price swings.
NBIS is growing revenue faster at 684.0% — sustainability is the question.
QNST generates stronger free cash flow (36M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
QNST scores higher overall (71/100 vs 55/100) and 28.3% revenue growth. NBIS offers better value entry with a 38.7% 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.
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 →QuinStreet Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
QuinStreet, Inc., an online performance marketing company, offers client acquisition services for its clients in the United States and internationally. The company is headquartered in Foster City, California.
Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?