WallStSmart

Nebius Group N.V. (NBIS)vsQuinStreet Inc (QNST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nebius Group N.V. generates 5% more annual revenue ($1.36B vs $1.29B). QNST leads profitability with a 6.3% profit margin vs 3.1%. NBIS appears more attractively valued with a PEG of 0.53. QNST earns a higher WallStSmart Score of 73/100 (B).

NBIS

Hold

43

out of 100

Grade: D

Growth: 8.0Profit: 3.0Value: 7.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.10

QNST

Strong Buy

73

out of 100

Grade: B

Growth: 10.0Profit: 6.5Value: 6.3Quality: 7.0
Piotroski: 4/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NBISUndervalued (+52.2%)

Margin of Safety

+52.2%

Fair Value

$469.87

Current Price

$224.55

$245.32 discount

UndervaluedFair: $469.87Overvalued

Intrinsic value data unavailable for QNST.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NBIS3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
454.0%10/10

Revenue surging 454.0% year-over-year

Market CapQuality
$57.01B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

QNST5 strengths · Avg: 9.4/10
Return on EquityProfitability
44.4%10/10

Every $100 of equity generates 44 in profit

Revenue GrowthGrowth
42.7%10/10

Revenue surging 42.7% year-over-year

EPS GrowthGrowth
559.0%10/10

Earnings expanding 559.0% YoY

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

P/E RatioValuation
13.4x8/10

Attractively priced relative to earnings

Areas to Watch

NBIS4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
0.6%3/10

ROE of 0.6% — below average capital efficiency

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Free Cash FlowQuality
$-3.41B2/10

Negative free cash flow — burning cash

QNST2 concerns · Avg: 3.0/10
Market CapQuality
$1.07B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : NBIS

The strongest argument for NBIS centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 454.0% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : QNST

The strongest argument for QNST centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 42.7% 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, Return on Equity, Profit Margin. Thin 3.1% margins leave little buffer for downturns.

Bear Case : QNST

The primary concerns for QNST are Market Cap, Profit Margin.

Key Dynamics to Monitor

NBIS carries more volatility with a beta of 1.44 — expect wider price swings.

NBIS is growing revenue faster at 454.0% — sustainability is the question.

QNST generates stronger free cash flow (51M), providing more financial flexibility.

Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

QNST scores higher overall (73/100 vs 43/100) and 42.7% revenue growth. NBIS offers better value entry with a 52.2% margin of safety. Both earn "Strong 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 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.

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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.

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