WallStSmart

Magnite Inc (MGNI)vsOmnicom Group Inc (OMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omnicom Group Inc generates 2996% more annual revenue ($22.37B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 1.7%. MGNI appears more attractively valued with a PEG of 0.09. OMC earns a higher WallStSmart Score of 67/100 (B-).

MGNI

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 6.0Value: 8.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.35

OMC

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 5.5Value: 4.0Quality: 2.5
Piotroski: 1/9Altman Z: 0.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MGNIUndervalued (+57.9%)

Margin of Safety

+57.9%

Fair Value

$28.02

Current Price

$19.57

$8.45 discount

UndervaluedFair: $28.02Overvalued
OMCUndervalued (+16.0%)

Margin of Safety

+16.0%

Fair Value

$82.55

Current Price

$79.27

$3.28 discount

UndervaluedFair: $82.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGNI3 strengths · Avg: 9.7/10
PEG RatioValuation
0.0910/10

Growing faster than its price suggests

EPS GrowthGrowth
230.0%10/10

Earnings expanding 230.0% YoY

Profit MarginProfitability
22.0%9/10

Keeps 22 of every $100 in revenue as profit

OMC3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
63.4%10/10

Revenue surging 63.4% year-over-year

EPS GrowthGrowth
58.8%10/10

Earnings expanding 58.8% YoY

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

MGNI3 concerns · Avg: 2.3/10
Operating MarginProfitability
4.7%3/10

Operating margin of 4.7%

Free Cash FlowQuality
$-133.89M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.352/10

Distress zone — elevated risk

OMC4 concerns · Avg: 3.0/10
Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

Debt/EquityHealth
1.223/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MGNI

The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. 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 : OMC

The strongest argument for OMC centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 63.4% demonstrates continued momentum.

Bear Case : MGNI

The primary concerns for MGNI are Operating Margin, Free Cash Flow, Altman Z-Score.

Bear Case : OMC

The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. A P/E of 212.7x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

MGNI profiles as a mature stock while OMC is a hypergrowth play — different risk/reward profiles.

MGNI carries more volatility with a beta of 2.25 — expect wider price swings.

OMC is growing revenue faster at 63.4% — sustainability is the question.

MGNI generates stronger free cash flow (-134M), providing more financial flexibility.

Bottom Line

MGNI scores higher overall (67/100 vs 67/100), backed by strong 22.0% margins. OMC offers better value entry with a 16.0% 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.

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.

Omnicom Group Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.

Visit Website →

Want to dig deeper into these stocks?