Opera Ltd (OPRA)vsSpotify Technology SA (SPOT)
OPRA
Opera Ltd
$17.65
-0.28%
COMMUNICATION SERVICES · Cap: $1.60B
SPOT
Spotify Technology SA
$510.01
-0.27%
COMMUNICATION SERVICES · Cap: $104.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Spotify Technology SA generates 2552% more annual revenue ($18.11B vs $682.99M). OPRA leads profitability with a 18.5% profit margin vs 18.4%. OPRA trades at a lower P/E of 13.0x. SPOT earns a higher WallStSmart Score of 66/100 (B-).
OPRA
Buy61
out of 100
Grade: C+
SPOT
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OPRA.
Margin of Safety
-58.1%
Fair Value
$308.12
Current Price
$510.01
$201.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 24.6% year-over-year
Every $100 of equity generates 40 in profit
Earnings expanding 222.4% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
Moderate valuation
Trading at 10.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : OPRA
The strongest argument for OPRA centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 18.5% and operating margin at 16.4%. Revenue growth of 24.6% demonstrates continued momentum.
Bull Case : SPOT
The strongest argument for SPOT centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 18.4% and operating margin at 13.7%. Revenue growth of 13.9% demonstrates continued momentum.
Bear Case : OPRA
The primary concerns for OPRA are Market Cap.
Bear Case : SPOT
The primary concerns for SPOT are P/E Ratio, Price/Book.
Key Dynamics to Monitor
OPRA profiles as a growth stock while SPOT is a mature play — different risk/reward profiles.
SPOT carries more volatility with a beta of 1.59 — expect wider price swings.
OPRA is growing revenue faster at 24.6% — sustainability is the question.
SPOT generates stronger free cash flow (796M), providing more financial flexibility.
Bottom Line
SPOT scores higher overall (66/100 vs 61/100), backed by strong 18.4% margins and 13.9% revenue growth. 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.
Opera Ltd
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Opera Limited, provides web browsers for mobile and PC.
Spotify Technology SA
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Spotify Technology SA, provides audio streaming services worldwide. The company is headquartered in Luxembourg, Luxembourg.
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