Magnite Inc (MGNI)vsTrade Desk Inc (TTD)
MGNI
Magnite Inc
$19.57
+1.40%
COMMUNICATION SERVICES · Cap: $2.76B
TTD
Trade Desk Inc
$18.30
+1.44%
COMMUNICATION SERVICES · Cap: $8.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 311% more annual revenue ($2.97B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 14.6%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 67/100 (B-).
MGNI
Strong Buy67
out of 100
Grade: B-
TTD
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.9%
Fair Value
$28.02
Current Price
$19.57
$8.45 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 230.0% YoY
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Operating margin of 4.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Earnings declined 20.0%
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 22.0% and operating margin at 4.7%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.87 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 : TTD
The primary concerns for TTD are 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 2.25 — expect wider price swings.
TTD is growing revenue faster at 11.8% — sustainability is the question.
TTD generates stronger free cash flow (279M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (67/100 vs 56/100), 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.
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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