Applovin Corp (APP)vsMagnite Inc (MGNI)
APP
Applovin Corp
$393.68
-2.74%
COMMUNICATION SERVICES · Cap: $76.47B
MGNI
Magnite Inc
$29.34
+0.45%
COMMUNICATION SERVICES · Cap: $4.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Applovin Corp generates 791% more annual revenue ($6.83B vs $766.75M). APP leads profitability with a 64.6% profit margin vs 23.6%. MGNI appears more attractively valued with a PEG of 0.09. APP earns a higher WallStSmart Score of 79/100 (B+).
APP
Strong Buy79
out of 100
Grade: B+
MGNI
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$267.19
Current Price
$393.68
$126.49 premium
Margin of Safety
+59.7%
Fair Value
$29.28
Current Price
$29.34
$0.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 152 in profit
Keeps 65 of every $100 in revenue as profit
Strong operational efficiency at 77.7%
Revenue surging 52.8% year-over-year
Earnings expanding 57.0% YoY
Growing faster than its price suggests
Earnings expanding 76.9% YoY
Conservative balance sheet, low leverage
Keeps 24 of every $100 in revenue as profit
Areas to Watch
Elevated debt levels
Trading at 41.7x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APP
The strongest argument for APP centers on PEG Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 64.6% and operating margin at 77.7%. Revenue growth of 52.8% demonstrates continued momentum.
Bull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 23.6% and operating margin at 18.5%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : APP
The primary concerns for APP are Debt/Equity, Price/Book.
Bear Case : MGNI
The primary concerns for MGNI are Altman Z-Score.
Key Dynamics to Monitor
APP profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
APP carries more volatility with a beta of 2.56 — expect wider price swings.
APP is growing revenue faster at 52.8% — sustainability is the question.
APP generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
APP scores higher overall (79/100 vs 74/100), backed by strong 64.6% margins and 52.8% revenue growth. MGNI offers better value entry with a 59.7% 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.
Applovin Corp
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
AppLovin Corporation is committed to creating a software-based platform for mobile application developers to improve the marketing and monetization of their applications globally. The company is headquartered in Palo Alto, California.
Visit Website →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.
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