WallStSmart

Magnite Inc (MGNI)vsStagwell Inc (STGW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Stagwell Inc generates 321% more annual revenue ($3.04B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 0.5%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 67/100 (B-).

MGNI

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 6.0Value: 8.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.35

STGW

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 4.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.88
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MGNIUndervalued (+57.9%)

Margin of Safety

+57.9%

Fair Value

$28.02

Current Price

$19.57

$8.45 discount

UndervaluedFair: $28.02Overvalued

Intrinsic value data unavailable for STGW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGNI3 strengths · Avg: 9.7/10
PEG RatioValuation
0.0910/10

Growing faster than its price suggests

EPS GrowthGrowth
230.0%10/10

Earnings expanding 230.0% YoY

Profit MarginProfitability
22.0%9/10

Keeps 22 of every $100 in revenue as profit

STGW2 strengths · Avg: 10.0/10
PEG RatioValuation
0.4110/10

Growing faster than its price suggests

EPS GrowthGrowth
65.1%10/10

Earnings expanding 65.1% YoY

Areas to Watch

MGNI3 concerns · Avg: 2.3/10
Operating MarginProfitability
4.7%3/10

Operating margin of 4.7%

Free Cash FlowQuality
$-133.89M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.352/10

Distress zone — elevated risk

STGW4 concerns · Avg: 2.8/10
Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
0.5%3/10

0.5% margin — thin

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

P/E RatioValuation
145.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : MGNI

The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. 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 : STGW

The strongest argument for STGW centers on PEG Ratio, EPS Growth. Revenue growth of 11.2% demonstrates continued momentum. PEG of 0.41 suggests the stock is reasonably priced for its growth.

Bear Case : MGNI

The primary concerns for MGNI are Operating Margin, Free Cash Flow, Altman Z-Score.

Bear Case : STGW

The primary concerns for STGW are Return on Equity, Profit Margin, Operating Margin. A P/E of 145.0x leaves little room for execution misses. Debt-to-equity of 2.36 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 2.25 — expect wider price swings.

STGW is growing revenue faster at 11.2% — sustainability is the question.

STGW generates stronger free cash flow (-37M), providing more financial flexibility.

Bottom Line

MGNI scores higher overall (67/100 vs 57/100), backed by strong 22.0% margins. 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.

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 leading digital marketing and communications agency, founded in 2015, renowned for its innovative, performance-driven strategies across advertising, public relations, and digital media platforms. Leveraging advanced technology and data analytics, Stagwell delivers measurable results for clients, solidifying its status as a front-runner in the evolving marketing landscape. With a strategic focus on targeted acquisitions, the company enhances its competitive advantage and growth potential, making it an attractive investment prospect for institutional investors seeking exposure to the expanding global digital economy.

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