Booking Holdings Inc (BKNG)vsMagnite Inc (MGNI)
BKNG
Booking Holdings Inc
$4,237.75
-0.57%
CONSUMER CYCLICAL · Cap: $138.30B
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 3670% more annual revenue ($26.92B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 20.1%. MGNI trades at a lower P/E of 12.8x. BKNG earns a higher WallStSmart Score of 78/100 (B+).
BKNG
Strong Buy78
out of 100
Grade: B+
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$7757.57
Current Price
$4237.75
$3519.82 discount
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.11
$32.35 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.5%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
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%
Areas to Watch
Moderate valuation
ROE of 2.3% — below average capital efficiency
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : BKNG
The strongest argument for BKNG centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 20.1% and operating margin at 32.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bull 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%.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Key Dynamics to Monitor
BKNG profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.40 — expect wider price swings.
BKNG is growing revenue faster at 16.0% — sustainability is the question.
BKNG generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 68/100), backed by strong 20.1% margins and 16.0% revenue growth. MGNI offers better value entry with a 73.5% 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.
Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
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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