Franco-Nevada Corporation (FNV)vsMagnite Inc (MGNI)
FNV
Franco-Nevada Corporation
$230.71
+1.70%
BASIC MATERIALS · Cap: $44.52B
MGNI
Magnite Inc
$12.03
-3.37%
COMMUNICATION SERVICES · Cap: $1.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 153% more annual revenue ($1.80B vs $713.95M). FNV leads profitability with a 61.6% profit margin vs 20.3%. MGNI trades at a lower P/E of 13.0x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.0%
Fair Value
$274.25
Current Price
$230.71
$43.54 discount
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.03
$32.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
Revenue surging 85.8% year-over-year
Earnings expanding 108.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 61.6% and operating margin at 76.1%. Revenue growth of 85.8% 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 : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Key Dynamics to Monitor
FNV 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.
FNV is growing revenue faster at 85.8% — sustainability is the question.
MGNI generates stronger free cash flow (103M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 68/100), backed by strong 61.6% margins and 85.8% 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.
Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
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.
Compare with Other GOLD Stocks
Want to dig deeper into these stocks?