Magnite Inc (MGNI)vsTradeweb Markets Inc (TW)
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Tradeweb Markets Inc generates 187% more annual revenue ($2.05B vs $713.95M). TW leads profitability with a 39.6% profit margin vs 20.3%. MGNI trades at a lower P/E of 12.8x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
MGNI
Strong Buy68
out of 100
Grade: B-
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.11
$32.35 discount
Margin of Safety
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MGNI
The strongest argument for MGNI centers on EPS Growth, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.3% and operating margin at 25.4%.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
MGNI carries more volatility with a beta of 2.40 — expect wider price swings.
TW is growing revenue faster at 12.5% — sustainability is the question.
TW generates stronger free cash flow (337M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MGNI scores higher overall (68/100 vs 67/100), backed by strong 20.3% margins. TW offers better value entry with a 34.8% 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.
Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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