Nebius Group N.V. (NBIS)vsStubHub Holdings, Inc. (STUB)
NBIS
Nebius Group N.V.
$240.30
-6.36%
COMMUNICATION SERVICES · Cap: $61.01B
STUB
StubHub Holdings, Inc.
$12.40
-0.96%
COMMUNICATION SERVICES · Cap: $4.33B
Smart Verdict
WallStSmart Research — data-driven comparison
StubHub Holdings, Inc. generates 104% more annual revenue ($1.79B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs -102.4%. NBIS earns a higher WallStSmart Score of 55/100 (C-).
NBIS
Buy55
out of 100
Grade: C-
STUB
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.9%
Fair Value
$307.64
Current Price
$240.30
$67.34 discount
Intrinsic value data unavailable for STUB.
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
Reasonable price relative to book value
Areas to Watch
Trading at 8.5x book value
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
0.0% earnings growth
Weak financial health signals
ROE of -91.0% — below average capital efficiency
Distress zone — elevated risk
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 : STUB
The strongest argument for STUB centers on Price/Book. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Debt/Equity. A P/E of 92.4x leaves little room for execution misses.
Bear Case : STUB
The primary concerns for STUB are EPS Growth, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
NBIS profiles as a growth stock while STUB is a turnaround play — different risk/reward profiles.
NBIS is growing revenue faster at 684.0% — sustainability is the question.
STUB generates stronger free cash flow (298M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NBIS scores higher overall (55/100 vs 38/100), backed by strong 93.1% margins and 684.0% revenue growth. 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 focused on delivering advanced digital solutions that enhance client engagement and improve operational efficiency across various sectors. Leveraging cutting-edge cloud computing, artificial intelligence, and data analytics, Nebius empowers businesses to navigate the complexities of the digital landscape effectively. With a robust portfolio of intellectual property and a network of strategic partnerships, the company is strategically positioned to capitalize on significant growth opportunities, making it an attractive investment for institutional investors seeking exposure to leading-edge technology-driven markets.
Visit Website →StubHub Holdings, Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
StubHub Holdings, Inc. operates ticketing marketplace for live event tickets globally. The company is headquartered in New York, New York.
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