Magnite Inc (MGNI)vsSeagate Technology PLC (STX)
MGNI
Magnite Inc
$14.68
-1.21%
COMMUNICATION SERVICES · Cap: $2.33B
STX
Seagate Technology PLC
$925.99
+0.39%
TECHNOLOGY · Cap: $230.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 1424% more annual revenue ($11.01B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 21.6%. MGNI appears more attractively valued with a PEG of 0.09. STX earns a higher WallStSmart Score of 77/100 (B+).
MGNI
Strong Buy70
out of 100
Grade: B-
STX
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.2%
Fair Value
$28.21
Current Price
$14.68
$13.53 discount
Intrinsic value data unavailable for STX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 230.0% YoY
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 217 in profit
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Operating margin of 4.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 189.8x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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 : STX
The strongest argument for STX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : MGNI
The primary concerns for MGNI are Operating Margin, Free Cash Flow, Altman Z-Score.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 97.1x leaves little room for execution misses. Debt-to-equity of 3.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
MGNI profiles as a mature stock while STX is a growth play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.31 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Bottom Line
STX scores higher overall (77/100 vs 70/100), backed by strong 21.6% margins and 44.1% revenue growth. MGNI offers better value entry with a 58.2% 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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