Nebius Group N.V. (NBIS)vsTelecom Argentina SA ADR (TEO)
NBIS
Nebius Group N.V.
$138.23
-2.10%
COMMUNICATION SERVICES · Cap: $35.72B
TEO
Telecom Argentina SA ADR
$12.20
+9.03%
COMMUNICATION SERVICES · Cap: $5.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Telecom Argentina SA ADR generates 1571968% more annual revenue ($8.33T vs $529.80M). NBIS leads profitability with a 19.2% profit margin vs -2.0%. NBIS appears more attractively valued with a PEG of 0.63. TEO earns a higher WallStSmart Score of 60/100 (C).
NBIS
Hold47
out of 100
Grade: D+
TEO
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.4%
Fair Value
$188.18
Current Price
$138.23
$49.95 discount
Intrinsic value data unavailable for TEO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 501.0% year-over-year
Growing faster than its price suggests
Revenue surging 60.6% year-over-year
Generating 236.2B in free cash flow
Earnings expanding 25.3% YoY
Areas to Watch
0.0% earnings growth
ROE of 0.7% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
ROE of -2.0% — below average capital efficiency
Currently unprofitable
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 : TEO
The strongest argument for TEO centers on Revenue Growth, Free Cash Flow, EPS Growth. Revenue growth of 60.6% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.
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 : TEO
The primary concerns for TEO are Altman Z-Score, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
NBIS profiles as a growth stock while TEO is a hypergrowth 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.
TEO generates stronger free cash flow (236.2B), providing more financial flexibility.
Bottom Line
TEO scores higher overall (60/100 vs 47/100) and 60.6% revenue growth. 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 →Telecom Argentina SA ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Telecom Argentina SA, provides telecommunications services in Argentina and internationally. The company is headquartered in Buenos Aires, Argentina.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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