36Kr Holdings Inc (KRKR)vsMagnite Inc (MGNI)
KRKR
36Kr Holdings Inc
$3.05
-0.81%
COMMUNICATION SERVICES · Cap: $6.10M
MGNI
Magnite Inc
$23.36
-0.09%
COMMUNICATION SERVICES · Cap: $3.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Magnite Inc generates 186% more annual revenue ($742.04M vs $259.35M). MGNI leads profitability with a 22.5% profit margin vs 12.0%. MGNI trades at a lower P/E of 22.5x. MGNI earns a higher WallStSmart Score of 72/100 (B).
KRKR
Buy62
out of 100
Grade: C+
MGNI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KRKR.
Margin of Safety
+58.8%
Fair Value
$28.63
Current Price
$23.36
$5.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.7% year-over-year
Growing faster than its price suggests
Earnings expanding 65.3% YoY
Keeps 23 of every $100 in revenue as profit
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
ROE of -54.6% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : KRKR
The strongest argument for KRKR centers on Price/Book, Revenue Growth. Revenue growth of 33.7% 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 22.5% and operating margin at 16.2%. Revenue growth of 11.2% demonstrates continued momentum.
Bear Case : KRKR
The primary concerns for KRKR are EPS Growth, Market Cap, P/E Ratio. A P/E of 77.3x leaves little room for execution misses.
Bear Case : MGNI
The primary concerns for MGNI are Altman Z-Score.
Key Dynamics to Monitor
KRKR profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.27 — expect wider price swings.
KRKR is growing revenue faster at 33.7% — sustainability is the question.
MGNI generates stronger free cash flow (178M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (72/100 vs 62/100), backed by strong 22.5% margins and 11.2% revenue growth. Both earn "Strong Buy" and "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.
36Kr Holdings Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · China
36Kr Holdings Inc. provides business content and services to participants of the new economy in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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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