Nebius Group N.V. (NBIS)vsJohn Wiley & Sons (WLY)
NBIS
Nebius Group N.V.
$188.43
+27.13%
COMMUNICATION SERVICES · Cap: $55.39B
WLY
John Wiley & Sons
$52.49
-5.80%
COMMUNICATION SERVICES · Cap: $2.55B
Smart Verdict
WallStSmart Research — data-driven comparison
John Wiley & Sons generates 91% more annual revenue ($1.68B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 13.2%. NBIS appears more attractively valued with a PEG of 0.63. WLY earns a higher WallStSmart Score of 68/100 (B-).
NBIS
Buy55
out of 100
Grade: C-
WLY
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.7%
Fair Value
$306.34
Current Price
$188.43
$117.91 discount
Margin of Safety
+31.4%
Fair Value
$43.00
Current Price
$52.49
$9.49 discount
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
Earnings expanding 108.4% YoY
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Strong operational efficiency at 24.7%
Areas to Watch
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
1.2% revenue growth
Expensive relative to growth rate
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 : WLY
The strongest argument for WLY centers on EPS Growth, Return on Equity, P/E Ratio.
Bear Case : NBIS
The primary concerns for NBIS are EPS Growth, Debt/Equity, P/E Ratio. A P/E of 84.6x leaves little room for execution misses.
Bear Case : WLY
The primary concerns for WLY are Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
NBIS profiles as a growth stock while WLY is a value play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.40 — expect wider price swings.
NBIS is growing revenue faster at 684.0% — sustainability is the question.
WLY generates stronger free cash flow (142M), providing more financial flexibility.
Bottom Line
WLY scores higher overall (68/100 vs 55/100). NBIS offers better value entry with a 38.7% margin of safety. Both earn "Strong Buy" and "Buy" 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.
Visit Website →John Wiley & Sons
COMMUNICATION SERVICES · PUBLISHING · USA
John Wiley & Sons, Inc. (WLY) is a prominent global leader in educational materials and research solutions, dedicated to advancing knowledge across academic and professional landscapes. The company's diverse portfolio includes academic publishing, professional development resources, and cutting-edge digital platforms designed to meet the evolving needs of learners and professionals. With a strong focus on digital transformation and content accessibility, Wiley is committed to enhancing educational outcomes and research productivity. Its reputation for quality and continuous innovation positions Wiley as a vital partner in the academic and professional sectors, enabling it to adapt effectively to the rapidly changing demands of its global client base.
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