Alphabet Inc Class A (GOOGL)vsMagnite Inc (MGNI)
GOOGL
Alphabet Inc Class A
$353.65
+4.82%
COMMUNICATION SERVICES · Cap: $4.12T
MGNI
Magnite Inc
$17.32
-1.21%
COMMUNICATION SERVICES · Cap: $2.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 58373% more annual revenue ($422.50B vs $722.55M). GOOGL leads profitability with a 37.9% profit margin vs 22.0%. MGNI appears more attractively valued with a PEG of 0.09. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
GOOGL
Strong Buy76
out of 100
Grade: B+
MGNI
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.2%
Fair Value
$627.31
Current Price
$353.65
$273.66 discount
Margin of Safety
+58.2%
Fair Value
$28.21
Current Price
$17.32
$10.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 9.0x book value
Operating margin of 4.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOGL
The strongest argument for GOOGL centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 4.7%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book.
Bear Case : MGNI
The primary concerns for MGNI are Operating Margin, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
GOOGL profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.31 — expect wider price swings.
GOOGL is growing revenue faster at 21.8% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (76/100 vs 70/100), backed by strong 37.9% margins and 21.8% revenue growth. MGNI offers better value entry with a 58.2% 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 A
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.
Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?