BRUN vs NYAX: Which Is the Better Buy in 2026?

Same yardstick, side by side (as of August 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.

Reading it: BRUN is the cheaper of the two on forward earnings, but cheaper is not the same as better. Pair the valuation with growth (how far the forward P/E sits below the trailing P/E) and risk (beta) before you decide.

The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. BRUN and NYAX share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.

This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined BRUN and NYAX exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.

Boost Run Inc. (Nasdaq: BRUN) is a NeoCloud provider, meaning it builds and rents specialized cloud infrastructure for artificial-intelligence and high-performance computing rather than general enterprise software. Its platform delivers NVIDIA GPU compute, CPU nodes, managed Kubernetes orchestration, shared storage, and high-speed networking that customers can provision through a console or API. The company earns money by signing multi-year, largely non-cancelable capacity contracts: it reports about $940 million of long-term contracted revenue at an average term of roughly three years, anchored by deals such as a $471.7 million, 36-month agreement tied to 5,000 NVIDIA B300 GPUs and a large multi-year arrangement with Dell Technologies. It operates six US data centers, is building five more, and targets total capacity above 125 megawatts. Trailing-twelve-month revenue was only about $27 million against a net loss, so nearly all of the story is forward-looking backlog and a stated 2026 annualized-revenue target north of $400 million.

Full BRUN guide

Nayax Ltd. is an Israel-headquartered financial technology company that builds an end-to-end platform for unattended and self-service commerce. It sells card readers and integrated point-of-sale devices, plus a management and telemetry software layer, and then earns money on the payments flowing through those machines. Its customers are operators of vending machines, coffee machines, EV chargers, car washes, laundromats, kiosks, and similar automated retail, across the United States, Europe, the UK, Australia, Israel, and other markets. The company was founded in 2005, listed in Tel Aviv in 2021, and added a Nasdaq listing in 2023, making it dual-listed with roughly 1,200 employees and around a dozen global offices.

Full NYAX guide

Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.

• BRUN drivers: Riding AI infrastructure demand; Contracted backlog as a visibility lever.
• NYAX drivers: Secular cash-to-cashless shift in unattended retail; Recurring revenue and margin expansion.

A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: The most immediate risk is liquidity and solvency: auditors issued a going-concern warning before the listing, the company reported a working-capital deficit and an accumulated deficit, and it carries far more debt than equity against only about $27 million of trailing revenue. For NYAX, nayax trades at a high earnings multiple, so any slowdown in recurring-revenue growth or margin progress could compress the valuation sharply.

Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick BRUN if you believe its drivers more; NYAX if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the BRUN and NYAX guides.

BRUN. Figures are approximate and tied to the asOf date; verify live numbers before acting. A roughly $2.1 billion market cap on about $27 million of trailing revenue is well over 70 times sales, so the price reflects the contracted backlog and growth targets rather than current earnings, of which there are none. The gap between tiny reported revenue and a large backlog, alongside the heavy planned capital spending, is the central thing the valuation is asking investors to underwrite.

NYAX. Nayax combines strong top-line growth (revenue up roughly 28 percent to about $400 million in 2025) with a fresh swing to profitability (about $35 million net income). The trade-off is a premium valuation, with a trailing P/E generally in the 60 to 90 times range as of mid-2026, so the market is already pricing in continued rapid compounding.

Headline figures (approximate, July 2026): BRUN shows share price ~$38.81 (as of late June 2026), market cap ~$2.1 billion on ~64.9 million shares, trailing revenue ~$27 million (last twelve months), long-term contracted revenue ~$940 million backlog, ~3-year average term; NYAX shows revenue (fy 2025) ~$400M, revenue growth (fy 2025) ~28%, net income (fy 2025) ~$35M, recurring revenue mix ~77%.

BRUN and NYAX are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined BRUN and NYAX exposure against your real portfolio. It is not an investment adviser.