Nebius Group N.V. (NBIS)vsSohu.Com Inc (SOHU)
NBIS
Nebius Group N.V.
$141.19
+4.19%
COMMUNICATION SERVICES · Cap: $35.72B
SOHU
Sohu.Com Inc
$15.51
-0.26%
COMMUNICATION SERVICES · Cap: $467.52M
Smart Verdict
WallStSmart Research — data-driven comparison
Sohu.Com Inc generates 10% more annual revenue ($584.33M vs $529.80M). SOHU leads profitability with a 67.4% profit margin vs 19.2%. NBIS appears more attractively valued with a PEG of 0.63. SOHU earns a higher WallStSmart Score of 59/100 (C).
NBIS
Hold47
out of 100
Grade: D+
SOHU
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.4%
Fair Value
$188.18
Current Price
$141.19
$46.99 discount
Margin of Safety
+71.2%
Fair Value
$56.89
Current Price
$15.51
$41.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 501.0% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 36 in profit
Keeps 67 of every $100 in revenue as profit
Areas to Watch
0.0% earnings growth
ROE of 0.7% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 75.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : NBIS
The strongest argument for NBIS centers on Revenue Growth, PEG Ratio. Profitability is solid with margins at 19.2% and operating margin at -103.0%. Revenue growth of 501.0% demonstrates continued momentum.
Bull Case : SOHU
The strongest argument for SOHU centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 67.4% and operating margin at -20.4%.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Return on Equity, Debt/Equity. A P/E of 1283.5x leaves little room for execution misses.
Bear Case : SOHU
The primary concerns for SOHU are Market Cap, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
NBIS profiles as a growth stock while SOHU is a mature play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.06 — expect wider price swings.
NBIS is growing revenue faster at 501.0% — sustainability is the question.
SOHU generates stronger free cash flow (-14M), providing more financial flexibility.
Bottom Line
SOHU scores higher overall (59/100 vs 47/100), backed by strong 67.4% margins. NBIS offers better value entry with a 15.4% 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 →Sohu.Com Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · China
Sohu.com Limited provides online media, games and search products and services on PC and mobile devices in China. The company is headquartered in Beijing, China.
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