Alphabet Inc Class C (GOOG)vsMagnite Inc (MGNI)
GOOG
Alphabet Inc Class C
$289.59
+0.13%
COMMUNICATION SERVICES · Cap: $3.61T
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 56323% more annual revenue ($402.84B vs $713.95M). GOOG leads profitability with a 32.8% profit margin vs 20.3%. MGNI trades at a lower P/E of 12.8x. GOOG earns a higher WallStSmart Score of 69/100 (B-).
GOOG
Strong Buy69
out of 100
Grade: B-
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.9%
Fair Value
$506.38
Current Price
$289.59
$216.79 discount
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.11
$32.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 24.6B in free cash flow
Safe zone — low bankruptcy risk
Earnings expanding 230.0% YoY
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.4%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.4x book value
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.
Bull Case : MGNI
The strongest argument for MGNI centers on EPS Growth, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.3% and operating margin at 25.4%.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Key Dynamics to Monitor
GOOG profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.40 — expect wider price swings.
GOOG is growing revenue faster at 18.0% — sustainability is the question.
GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (69/100 vs 68/100), backed by strong 32.8% margins and 18.0% revenue growth. MGNI offers better value entry with a 73.5% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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