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NBIS vs TTWO

NBIS
Nebius Group N.V.
BEARISH
Price
$161.94
Market Cap
$40.97B
Sector
Communication Services
AI Confidence
85%
TTWO
Take-Two Interactive Software, Inc.
NEUTRAL
Price
$216.85
Market Cap
$40.16B
Sector
Communication Services
AI Confidence
85%

Valuation

P/E Ratio
NBIS
1472.18
TTWO
--
Forward P/E
NBIS
-235.08
TTWO
27.54
P/B Ratio
NBIS
8.88
TTWO
11.48
P/S Ratio
NBIS
77.34
TTWO
6.12
EV/EBITDA
NBIS
-219.48
TTWO
50.19

Profitability

Gross Margin
NBIS
68.63%
TTWO
59.29%
Operating Margin
NBIS
-102.99%
TTWO
-2.05%
Profit Margin
NBIS
19.2%
TTWO
-60.45%
ROE
NBIS
0.74%
TTWO
-86.22%
ROA
NBIS
-4.66%
TTWO
-0.27%

Growth

Revenue Growth
NBIS
500.8%
TTWO
24.9%
Earnings Growth
NBIS
--
TTWO
--

Financial Health

Debt/Equity
NBIS
1.06
TTWO
1.0
Current Ratio
NBIS
3.08
TTWO
1.14
Quick Ratio
NBIS
2.96
TTWO
1.01

Dividends

Dividend Yield
NBIS
--
TTWO
--
Payout Ratio
NBIS
0.0%
TTWO
0.0%

AI Verdict

NBIS BEARISH

NBIS exhibits a stable financial health profile with a Piotroski F-Score of 6/9, yet it suffers from a catastrophic valuation disconnect. The stock trades at $161.94, vastly exceeding its Graham Number ($6.72) and Intrinsic Value ($0.77), with an astronomical P/E ratio of 1472.18. While revenue growth is hyper-accelerated at 500.80% YoY, the company is burning cash aggressively with an operating margin of -102.99%. Combined with bearish insider selling from the CEO and CTO, the current price appears to be driven by speculative momentum rather than fundamental value.

Strengths
Hyper-growth revenue expansion (500.80% YoY)
Strong short-term liquidity (Current Ratio 3.08)
Robust Gross Margin (68.63%)
Risks
Extreme valuation premium (P/S of 77.34 and P/E of 1472.18)
Severe operational losses (Operating Margin -102.99%)
Bearish insider activity (CEO and CTO selling)
TTWO NEUTRAL

The deterministic health profile is weak, highlighted by a Piotroski F-Score of 2/9, indicating significant operational and financial instability. While the company exhibits strong top-line revenue growth of 24.9% and maintains a 'strong_buy' analyst consensus with a target price of $276.74, these are countered by a severe profit margin of -60.45% and bearish insider activity. The stock is currently trading as a growth play on future catalysts rather than current fundamentals, as evidenced by the high Price/Book ratio of 11.48 and a lack of positive earnings consistency.

Strengths
Strong YoY revenue growth of 24.90%
Robust gross margins at 59.29%
Strong analyst backing with a 'strong_buy' recommendation
Risks
Critical financial health indicated by Piotroski F-Score of 2/9
Severe negative profitability (Profit Margin: -60.45%, ROE: -86.22%)
Bearish insider sentiment with 14 sell transactions and 0 buys

Compare Another Pair

NBIS vs TTWO: Head-to-Head Comparison

This page compares Nebius Group N.V. (NBIS) and Take-Two Interactive Software, Inc. (TTWO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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