Magnite Inc (MGNI)vsTrade Desk Inc (TTD)
MGNI
Magnite Inc
$25.63
+7.78%
COMMUNICATION SERVICES · Cap: $3.38B
TTD
Trade Desk Inc
$14.26
-1.59%
COMMUNICATION SERVICES · Cap: $6.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 303% more annual revenue ($2.99B vs $742.04M). MGNI leads profitability with a 22.5% profit margin vs 13.6%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 72/100 (B).
MGNI
Strong Buy72
out of 100
Grade: B
TTD
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.6%
Fair Value
$28.53
Current Price
$25.63
$2.90 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 65.3% YoY
Keeps 23 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
3.0% revenue growth
Earnings declined 23.6%
Distress zone — elevated risk
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 22.5% and operating margin at 16.2%. Revenue growth of 11.2% demonstrates continued momentum.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : MGNI
The primary concerns for MGNI are Altman Z-Score.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
MGNI profiles as a mature stock while TTD is a value play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.29 — expect wider price swings.
MGNI is growing revenue faster at 11.2% — sustainability is the question.
MGNI generates stronger free cash flow (178M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (72/100 vs 55/100), 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.
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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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