Magnite Inc (MGNI)vsServiceNow Inc (NOW)
MGNI
Magnite Inc
$14.68
-1.21%
COMMUNICATION SERVICES · Cap: $2.05B
NOW
ServiceNow Inc
$112.45
-6.32%
TECHNOLOGY · Cap: $131.65B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1832% more annual revenue ($13.96B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 12.6%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 70/100 (B-).
MGNI
Strong Buy70
out of 100
Grade: B-
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.4%
Fair Value
$23.30
Current Price
$14.68
$8.62 discount
Margin of Safety
+80.9%
Fair Value
$615.92
Current Price
$112.45
$503.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Conservative balance sheet, low leverage
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Operating margin of 4.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 22.0% and operating margin at 4.7%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : MGNI
The primary concerns for MGNI are Operating Margin, Free Cash Flow, Altman Z-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 76.0x leaves little room for execution misses.
Key Dynamics to Monitor
MGNI profiles as a mature stock while NOW is a growth play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (70/100 vs 54/100), backed by strong 22.0% margins. NOW offers better value entry with a 80.9% 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.
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.
ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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