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
$23.77
+0.93%
COMMUNICATION SERVICES · Cap: $3.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Magnite Inc generates 26% more annual revenue ($742.04M vs $590.67M). MGNI leads profitability with a 22.5% profit margin vs 0.1%. MGNI trades at a lower P/E of 21.4x. MGNI earns a higher WallStSmart Score of 72/100 (B).
IAS
Hold42
out of 100
Grade: D
MGNI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.2%
Fair Value
$9.56
Current Price
$10.34
$0.78 premium
Margin of Safety
+58.7%
Fair Value
$28.58
Current Price
$23.77
$4.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 65.3% YoY
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
0.2% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IAS
The strongest argument for IAS centers on Price/Book.
Bull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.5% and operating margin at 16.2%. Revenue growth of 11.2% demonstrates continued momentum.
Bear Case : IAS
The primary concerns for IAS are P/E Ratio, Revenue Growth, Market Cap. Thin 0.1% margins leave little buffer for downturns.
Bear Case : MGNI
The primary concerns for MGNI are Altman Z-Score.
Key Dynamics to Monitor
IAS profiles as a value stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.29 — expect wider price swings.
MGNI is growing revenue faster at 11.2% — sustainability is the question.
MGNI generates stronger free cash flow (178M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (72/100 vs 42/100), backed by strong 22.5% margins and 11.2% revenue growth. 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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