Criteo Sa (CRTO)vsMagnite Inc (MGNI)
CRTO
Criteo Sa
$19.00
+4.34%
COMMUNICATION SERVICES · Cap: $1.07B
MGNI
Magnite Inc
$24.73
+0.61%
COMMUNICATION SERVICES · Cap: $3.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Criteo Sa generates 158% more annual revenue ($1.92B vs $742.04M). MGNI leads profitability with a 22.5% profit margin vs 6.0%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 72/100 (B).
CRTO
Buy56
out of 100
Grade: C
MGNI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$34.76
Current Price
$19.00
$15.76 discount
Margin of Safety
+58.8%
Fair Value
$28.67
Current Price
$24.73
$3.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Growing faster than its price suggests
Earnings expanding 65.3% YoY
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Operating margin of 3.8%
Revenue declined 5.9%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRTO
The strongest argument for CRTO centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.5% and operating margin at 16.2%. Revenue growth of 11.2% demonstrates continued momentum.
Bear Case : CRTO
The primary concerns for CRTO are Market Cap, Profit Margin, Operating Margin.
Bear Case : MGNI
The primary concerns for MGNI are Altman Z-Score.
Key Dynamics to Monitor
CRTO profiles as a value stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.27 — expect wider price swings.
MGNI is growing revenue faster at 11.2% — sustainability is the question.
MGNI generates stronger free cash flow (44M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (72/100 vs 56/100), backed by strong 22.5% margins and 11.2% revenue growth. CRTO offers better value entry with a 46.8% margin of safety. Both earn "Strong Buy" and "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.
Criteo Sa
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Criteo SA, a technology company, provides open Internet monetization and marketing services in North and South America, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Paris, France.
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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