Magnite Inc (MGNI)vsStagwell Inc (STGW)
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
STGW
Stagwell Inc
$6.16
-0.16%
COMMUNICATION SERVICES · Cap: $1.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Stagwell Inc generates 307% more annual revenue ($2.91B vs $713.95M). STGW leads profitability with a 100.0% profit margin vs 20.3%. MGNI trades at a lower P/E of 12.8x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
MGNI
Strong Buy68
out of 100
Grade: B-
STGW
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.11
$32.35 discount
Margin of Safety
-42.3%
Fair Value
$3.74
Current Price
$6.16
$2.42 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Keeps 100 of every $100 in revenue as profit
Earnings expanding 65.1% YoY
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
2.4% revenue growth
Smaller company, higher risk/reward
ROE of 3.9% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : STGW
The strongest argument for STGW centers on Profit Margin, EPS Growth, Price/Book. Profitability is solid with margins at 100.0% and operating margin at 7.3%.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Bear Case : STGW
The primary concerns for STGW are Revenue Growth, Market Cap, Return on Equity. A P/E of 77.0x leaves little room for execution misses. Debt-to-equity of 2.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
MGNI profiles as a mature stock while STGW is a value play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.40 — expect wider price swings.
MGNI is growing revenue faster at 5.9% — sustainability is the question.
STGW generates stronger free cash flow (243M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (68/100 vs 45/100), 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.
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.
Stagwell Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Stagwell Inc. (STGW) is a cutting-edge digital marketing and communications agency that has rapidly established itself as a leader in the industry since its inception in 2015. With a comprehensive suite of services including advertising, public relations, and digital media, Stagwell leverages advanced technology and data analytics to drive impactful growth for brands. The company's strategic focus on performance-driven solutions and targeted acquisitions enhances its competitive positioning while adapting to the dynamic marketing landscape. For institutional investors, Stagwell presents a unique opportunity to invest in a transformative firm poised for continued success in the evolving global marketplace.
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