Magnite Inc (MGNI)vsCompanhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR (SBS)
MGNI
Magnite Inc
$13.39
-1.54%
COMMUNICATION SERVICES · Cap: $1.96B
SBS
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
$33.29
-1.01%
UTILITIES · Cap: $118.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR generates 5235% more annual revenue ($38.09B vs $713.95M). SBS leads profitability with a 22.2% profit margin vs 20.3%. MGNI appears more attractively valued with a PEG of 0.09. SBS earns a higher WallStSmart Score of 77/100 (B+).
MGNI
Strong Buy75
out of 100
Grade: B+
SBS
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.2%
Fair Value
$25.76
Current Price
$13.39
$12.37 discount
Margin of Safety
-3.2%
Fair Value
$28.67
Current Price
$33.29
$4.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
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%
Growing faster than its price suggests
Strong operational efficiency at 34.6%
Revenue surging 43.9% year-over-year
Earnings expanding 87.2% YoY
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Areas to Watch
Smaller company, higher risk/reward
Grey zone — moderate risk
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 20.3% and operating margin at 25.4%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bull Case : SBS
The strongest argument for SBS centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 22.2% and operating margin at 34.6%. Revenue growth of 43.9% demonstrates continued momentum.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Bear Case : SBS
The primary concerns for SBS are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 67.2x leaves little room for execution misses.
Key Dynamics to Monitor
MGNI profiles as a mature stock while SBS is a growth play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.39 — expect wider price swings.
SBS is growing revenue faster at 43.9% — sustainability is the question.
MGNI generates stronger free cash flow (103M), providing more financial flexibility.
Bottom Line
SBS scores higher overall (77/100 vs 75/100), backed by strong 22.2% margins and 43.9% revenue growth. MGNI offers better value entry with a 54.2% 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.
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
UTILITIES · UTILITIES - REGULATED WATER · USA
Companhia de Saneamento Basico do Estado de So Paulo - SABESP provides water and sewerage services to residential, commercial, industrial and government clients. The company is headquartered in So Paulo, Brazil.
Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?