Nebius Group N.V. [NBIS] · Equity Underwriting Memo

Chart Pack

Chart pack — 36 exhibits

revenue history forecast
revenue history forecast
revenue by scenario
revenue by scenario
quarterly ramp
quarterly ramp
arr progression
arr progression
revenue by product
revenue by product
revenue by geography proxy
revenue by geography proxy
margin trajectory
margin trajectory
opex ratios
opex ratios
rpo deferred revenue
rpo deferred revenue
asset growth
asset growth
asset growth adjudication
asset growth adjudication
capex vs revenue
capex vs revenue
fcff base
fcff base
cumulative fcff
cumulative fcff
depreciation build
depreciation build
net ppe by scenario
net ppe by scenario
dcf sensitivity heatmap
dcf sensitivity heatmap
football field
football field
scenario value per share
scenario value per share
expected return decomposition
expected return decomposition
reverse dcf
reverse dcf
comps ev revenue
comps ev revenue
peer 12m returns
peer 12m returns
price moving averages
price moving averages
drawdown
drawdown
vol implied vs realised
vol implied vs realised
implied vs house move
implied vs house move
short interest peers
short interest peers
momentum factor
momentum factor
correlation peers
correlation peers
house vs street
house vs street
street target dispersion
street target dispersion
insider activity
insider activity
capital structure
capital structure
factor scorecard
factor scorecard
mention frequency
mention frequency