Magnite Inc (MGNI)vsUSA Rare Earth, Inc. (USAR)
MGNI
Magnite Inc
$14.13
+0.93%
COMMUNICATION SERVICES · Cap: $2.01B
USAR
USA Rare Earth, Inc.
$26.96
+2.20%
BASIC MATERIALS · Cap: $6.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Magnite Inc generates 43354% more annual revenue ($713.95M vs $1.64M). MGNI leads profitability with a 20.3% profit margin vs 0.0%. MGNI earns a higher WallStSmart Score of 77/100 (B+).
MGNI
Strong Buy77
out of 100
Grade: B+
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.1%
Fair Value
$25.69
Current Price
$14.13
$11.56 discount
Intrinsic value data unavailable for USAR.
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%
No standout strengths identified
Areas to Watch
Negative free cash flow — burning cash
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
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 : USAR
USAR has a balanced fundamental profile.
Bear Case : MGNI
The primary concerns for MGNI are Free Cash Flow.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MGNI profiles as a mature stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.42 — expect wider price swings.
MGNI is growing revenue faster at 5.9% — sustainability is the question.
USAR generates stronger free cash flow (-52M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (77/100 vs 21/100), backed by strong 20.3% margins. Both earn "Strong Buy" and "Avoid" 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.
USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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