WallStSmart

Nebius Group N.V. (NBIS)vsShenandoah Telecommunications Co (SHEN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Nebius Group N.V. generates 269% more annual revenue ($1.36B vs $367.00M). NBIS leads profitability with a 3.1% profit margin vs -12.2%. NBIS appears more attractively valued with a PEG of 0.55. SHEN earns a higher WallStSmart Score of 58/100 (C).

NBIS

Hold

43

out of 100

Grade: D

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

SHEN

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 2.0Value: 6.0Quality: 4.0
Piotroski: 2/9Altman Z: 1.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NBISUndervalued (+48.0%)

Margin of Safety

+48.0%

Fair Value

$468.72

Current Price

$237.33

$231.39 discount

UndervaluedFair: $468.72Overvalued

Intrinsic value data unavailable for SHEN.

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
$57.54B9/10

Large-cap with strong market position

PEG RatioValuation
0.558/10

Growing faster than its price suggests

SHEN3 strengths · Avg: 9.3/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
11630.0%10/10

Earnings expanding 11630.0% YoY

PEG RatioValuation
0.878/10

Growing faster than its price suggests

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

SHEN4 concerns · Avg: 2.5/10
Market CapQuality
$659.39M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-4.8%2/10

ROE of -4.8% — below average capital efficiency

Free Cash FlowQuality
$-45.07M2/10

Negative free cash flow — burning cash

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 0.55 suggests the stock is reasonably priced for its growth.

Bull Case : SHEN

The strongest argument for SHEN centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.87 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 : SHEN

The primary concerns for SHEN are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

NBIS profiles as a hypergrowth stock while SHEN is a turnaround play — different risk/reward profiles.

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.

SHEN generates stronger free cash flow (-45M), providing more financial flexibility.

Bottom Line

SHEN scores higher overall (58/100 vs 43/100). NBIS offers better value entry with a 48.0% 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 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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Shenandoah Telecommunications Co

COMMUNICATION SERVICES · TELECOM SERVICES · USA

Shenandoah Telecommunications Company, provides a range of broadband communication services and cell tower placement space in the mid-Atlantic part of the United States. The company is headquartered in Edinburg, Virginia.

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