Verdict: Side-by-side breakdown using the Bull Rankings model. SPOT scored 54.9, OPRA scored 74.5 — OPRA leads.
Compare another set
SPOT
Spotify Technology S.A.
Internet Content & Information · Quality-Growth
54.9
$529.14 · $108.8B
fundamentals as of
Score gap
19.6
OPRA leads
OPRA
Opera Limited
Internet Content & Information · Quality-Growth
74.5
$17.58 · $1.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestOPRA12.1x
Fastest growthOPRA+27.9%
Strongest balance sheetOPRA0.01
Highest qualitySPOT76 / 100
Largest discount to fair valueOPRA-30%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
SPOT
stronger →← stronger
OPRA
76
Qualityreturns · margins · balance sheet
69
80
Growthrevenue & earnings expansion
95
32
Valuevaluation vs sector peers
63
OPRA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SPOT
OPRA
$3.7bB
FCF
$112mC
+9.7%B
Rev
+27.9%A-
0.06A
D/E
0.01A
30.4xC+
P/E
12.1xB+
1.49B
PEG
0.55A-
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
SPOT
OPRA
124% above
Price vs fair valuelower is cheaper
30% below
~34%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~6%/yr
-62%
1-yr DCF upside
+11%
-55%
5-yr DCF upside
+43%
-44%
10-yr DCF upside
+108%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SPOT
Why this score
Foreign reporter (EUR)
OPRA
Why this score
Cut its dividend
The companies
SPOTSpotify Technology S.A.
Internet Content & Information · $529.14 · beta 1.61
Why now
Internet Content & Information · market cap $108.8b. Down 24% from 52-week high of $700.12 — deep drawdown territory. 38 sell-side analysts rate this a Buy with a mean 1-yr target of $593.99 (implying +12% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 98% of net income — earnings translate cleanly into cash.
Risk
Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
OPRAOpera Limited
Internet Content & Information · $17.58 · beta 1.20
Why now
Internet Content & Information · market cap $1.6b. 15% off the 52-week high of $20.78. Revenue growing +28% — in hypergrowth territory. PEG 0.55 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $26.29 (implying +50% 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.
Risk
Dividend payout 86% of earnings on a 4.8% 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 SPOT and OPRA diverge
On the headline score the gap is 19.6 points in favor of OPRA. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueSPOT 31.8 · OPRA 63.0OPRA +31.2
GrowthSPOT 79.7 · OPRA 95.4OPRA +15.7
QualitySPOT 76.0 · OPRA 68.9SPOT +7.1
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is OPRA or SPOT the better stock?
OPRA scores higher: OPRA 74.5, SPOT 54.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do OPRA and SPOT differ most?
The widest gap is value, where OPRA leads by 31 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are OPRA and SPOT scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.