Magnite Inc (MGNI)vsMicrosoft Corporation (MSFT)
MGNI
Magnite Inc
$14.68
-1.21%
COMMUNICATION SERVICES · Cap: $2.05B
MSFT
Microsoft Corporation
$416.67
-2.02%
TECHNOLOGY · Cap: $3.28T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 43948% more annual revenue ($318.27B vs $722.55M). MSFT leads profitability with a 39.3% profit margin vs 22.0%. MGNI appears more attractively valued with a PEG of 0.09. MSFT earns a higher WallStSmart Score of 72/100 (B).
MGNI
Strong Buy70
out of 100
Grade: B-
MSFT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.4%
Fair Value
$23.30
Current Price
$14.68
$8.62 discount
Intrinsic value data unavailable for MSFT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Conservative balance sheet, low leverage
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Operating margin of 4.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Debt/Equity. 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.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
Bear Case : MGNI
The primary concerns for MGNI are Operating Margin, Free Cash Flow, Altman Z-Score.
Bear Case : MSFT
The primary concerns for MSFT are P/E Ratio.
Key Dynamics to Monitor
MGNI profiles as a mature stock while MSFT is a growth play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — expect wider price swings.
MSFT is growing revenue faster at 18.3% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Bottom Line
MSFT scores higher overall (72/100 vs 70/100), backed by strong 39.3% margins and 18.3% revenue growth. MGNI offers better value entry with a 49.4% 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.
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.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
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