36Kr Holdings Inc (KRKR)vsMagnite Inc (MGNI)
KRKR
36Kr Holdings Inc
$3.75
-6.72%
COMMUNICATION SERVICES · Cap: $8.47M
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Magnite Inc generates 213% more annual revenue ($713.95M vs $227.94M). MGNI leads profitability with a 20.3% profit margin vs 4.9%. KRKR trades at a lower P/E of 5.4x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
KRKR
Hold42
out of 100
Grade: D
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.4%
Fair Value
$5.44
Current Price
$3.75
$1.69 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
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
4.7% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
4.9% margin — thin
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : KRKR
The strongest argument for KRKR centers on P/E Ratio, Price/Book, Debt/Equity.
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 : KRKR
The primary concerns for KRKR are Revenue Growth, EPS Growth, Market Cap. Thin 4.9% margins leave little buffer for downturns.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Key Dynamics to Monitor
KRKR profiles as a value 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.
MGNI is growing revenue faster at 5.9% — sustainability is the question.
MGNI generates stronger free cash flow (103M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (68/100 vs 42/100), backed by strong 20.3% margins. KRKR offers better value entry with a 25.4% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
36Kr Holdings Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · China
36Kr Holdings Inc. provides business content and services to participants of the new economy in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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 ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?