Magnite Inc (MGNI)vsSherwin-Williams Co (SHW)
MGNI
Magnite Inc
$14.13
+0.93%
COMMUNICATION SERVICES · Cap: $2.01B
SHW
Sherwin-Williams Co
$316.82
-1.06%
BASIC MATERIALS · Cap: $78.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 3253% more annual revenue ($23.94B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 10.9%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 77/100 (B+).
MGNI
Strong Buy77
out of 100
Grade: B+
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.1%
Fair Value
$25.69
Current Price
$14.13
$11.56 discount
Margin of Safety
+11.7%
Fair Value
$358.94
Current Price
$316.82
$42.12 discount
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%
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Areas to Watch
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 17.0x book value
Expensive relative to growth rate
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 : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : MGNI
The primary concerns for MGNI are Free Cash Flow.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
MGNI profiles as a mature stock while SHW is a value play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — expect wider price swings.
SHW is growing revenue faster at 6.8% — sustainability is the question.
SHW generates stronger free cash flow (800,000), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (77/100 vs 56/100), backed by strong 20.3% margins. 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.
Sherwin-Williams Co
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sherwin Williams Company is a Cleveland, Ohio based company in the paint and coating manufacturing industry. The company primarily engages in the manufacture, distribution, and sale of paints, coatings, floorcoverings, and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe.
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