Magnite Inc (MGNI)vsTrade Desk Inc (TTD)
MGNI
Magnite Inc
$13.60
+0.15%
COMMUNICATION SERVICES · Cap: $1.96B
TTD
Trade Desk Inc
$24.61
+2.12%
COMMUNICATION SERVICES · Cap: $11.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 306% more annual revenue ($2.90B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 15.3%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 75/100 (B+).
MGNI
Strong Buy75
out of 100
Grade: B+
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.3%
Fair Value
$25.84
Current Price
$13.60
$12.24 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 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%
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
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 20.3% and operating margin at 25.4%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
MGNI carries more volatility with a beta of 2.39 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MGNI scores higher overall (75/100 vs 72/100), backed by strong 20.3% margins. 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.
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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