COMPARE · Data as of August 21, 2026
NBIS vs OPRA
Verdict: Side-by-side breakdown using the Bull Rankings model. NBIS scored 62.2, OPRA scored 73.1 — OPRA leads.
Compare another set
NBIS
Nebius Group N.V.
62.2
$219.13 · $59.6B
Score gap
10.9
OPRA leads
OPRA
Opera Limited
73.1
$18.96 · $1.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNBIS+53.4%
- Strongest balance sheetOPRA0.01
- Highest qualityOPRA69 / 100
- Largest discount to fair valueOPRA-35%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
NBIS
stronger →← stronger
OPRA
40
Qualityreturns · margins · balance sheet
69
98
Growthrevenue & earnings expansion
95
62
Valuevaluation vs sector peers
59
NBIS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NBIS
OPRA
-$3.2bF
FCF
$112mC
+53.4%A
Rev
+27.9%A-
0.99C+
D/E
0.01A
44.0xD
P/S
—
0.63A-
PEG
0.54A-
—
P/E
13.7xB+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
NBIS
OPRA
—
Price vs fair valuelower is cheaper
35% below
—
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
—
1-yr DCF upside
+18%
—
5-yr DCF upside
+54%
—
10-yr DCF upside
+128%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NBIS
Why this score
- Buying back stock
- Short track record
OPRA
Why this score
- Cut its dividend
The companies
NBISNebius Group N.V.
Why now
Internet Content & Information · market cap $59.6b. Down 27% from 52-week high of $299.86 — deep drawdown territory. Revenue growing +53% — in hypergrowth territory. PEG 0.63 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $271.85 (implying +24% upside).
Moat
$59.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Free cash flow is negative (-$3.2b) — capital raises or debt issuance likely required; dilution / leverage risk. Beta 1.43 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 44.0x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
OPRAOpera Limited
Why now
Internet Content & Information · market cap $1.7b. 10% off the 52-week high of $21.06. Revenue growing +28% — in hypergrowth territory. PEG 0.54 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $26.29 (implying +39% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 87% of earnings on a 4.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where NBIS and OPRA diverge
On the headline score the gap is 10.9 points in favor of OPRA. The widest single difference is Quality, where OPRA leads by 29.6 points.
- QualityNBIS 39.7 · OPRA 69.3OPRA +29.6
- ValueNBIS 61.7 · OPRA 59.0level
- GrowthNBIS 98.0 · OPRA 95.4level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.