Integral Ad Science Holding LLC (IAS)vsMagnite Inc (MGNI)
IAS
Integral Ad Science Holding LLC
$10.34
0.00%
COMMUNICATION SERVICES · Cap: $1.74B
MGNI
Magnite Inc
$12.38
-0.88%
COMMUNICATION SERVICES · Cap: $1.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Magnite Inc generates 21% more annual revenue ($713.95M vs $590.67M). MGNI leads profitability with a 20.3% profit margin vs 7.9%. MGNI trades at a lower P/E of 13.0x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
IAS
Hold42
out of 100
Grade: D
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-444.2%
Fair Value
$1.90
Current Price
$10.34
$8.44 premium
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.38
$32.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.6% revenue growth
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 4.5% — below average capital efficiency
7.9% margin — thin
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : IAS
The strongest argument for IAS centers on Price/Book, Revenue Growth. Revenue growth of 15.6% 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 : IAS
The primary concerns for IAS are P/E Ratio, Market Cap, Return on Equity.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Key Dynamics to Monitor
IAS 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.
IAS is growing revenue faster at 15.6% — sustainability is the question.
MGNI generates stronger free cash flow (103M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (68/100 vs 42/100), backed by strong 20.3% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Integral Ad Science Holding LLC
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Integral Ad Science Holding LLC is a digital advertising verification company in the United States, United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, Hong Kong, and Brazil. The company is headquartered in New York, New York.
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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