Magnite Inc (MGNI)vsQuinStreet Inc (QNST)
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
QNST
QuinStreet Inc
$12.30
+3.19%
COMMUNICATION SERVICES · Cap: $679.37M
Smart Verdict
WallStSmart Research — data-driven comparison
QuinStreet Inc generates 55% more annual revenue ($1.11B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 5.6%. QNST trades at a lower P/E of 11.3x. QNST earns a higher WallStSmart Score of 73/100 (B).
MGNI
Strong Buy68
out of 100
Grade: B-
QNST
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.11
$32.35 discount
Margin of Safety
+78.7%
Fair Value
$49.61
Current Price
$12.30
$37.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Attractively priced relative to earnings
Earnings expanding 142.6% YoY
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 29.3% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Smaller company, higher risk/reward
5.6% margin — thin
Operating margin of 3.4%
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : QNST
The strongest argument for QNST centers on P/E Ratio, EPS Growth, Return on Equity. Revenue growth of 29.3% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Bear Case : QNST
The primary concerns for QNST are Market Cap, Profit Margin, Operating Margin.
Key Dynamics to Monitor
MGNI profiles as a mature stock while QNST is a growth play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.40 — expect wider price swings.
QNST is growing revenue faster at 29.3% — sustainability is the question.
MGNI generates stronger free cash flow (103M), providing more financial flexibility.
Bottom Line
QNST scores higher overall (73/100 vs 68/100) and 29.3% 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.
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.
QuinStreet Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
QuinStreet, Inc., an online performance marketing company, offers client acquisition services for its clients in the United States and internationally. The company is headquartered in Foster City, California.
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