WallStSmart

Magnite Inc (MGNI)vsTurtle Beach Corporation (TBCH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Magnite Inc generates 123% more annual revenue ($713.95M vs $319.91M). MGNI leads profitability with a 20.3% profit margin vs 4.9%. MGNI trades at a lower P/E of 12.8x. MGNI earns a higher WallStSmart Score of 68/100 (B-).

MGNI

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 8.3Quality: 5.0

TBCH

Buy

55

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 7.3Quality: 6.0
Piotroski: 2/9Altman Z: 1.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MGNIUndervalued (+73.5%)

Margin of Safety

+73.5%

Fair Value

$44.46

Current Price

$12.11

$32.35 discount

UndervaluedFair: $44.46Overvalued
TBCHSignificantly Overvalued (-121.8%)

Margin of Safety

-121.8%

Fair Value

$5.24

Current Price

$11.76

$6.52 premium

UndervaluedFair: $5.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGNI5 strengths · Avg: 8.6/10
EPS GrowthGrowth
230.0%10/10

Earnings expanding 230.0% YoY

Profit MarginProfitability
20.3%9/10

Keeps 20 of every $100 in revenue as profit

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.4%8/10

Strong operational efficiency at 25.4%

TBCH3 strengths · Avg: 8.0/10
PEG RatioValuation
0.808/10

Growing faster than its price suggests

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

MGNI1 concerns · Avg: 3.0/10
Market CapQuality
$1.75B3/10

Smaller company, higher risk/reward

TBCH4 concerns · Avg: 2.8/10
Market CapQuality
$231.28M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-18.7%2/10

Revenue declined 18.7%

Comparative Analysis Report

WallStSmart Research

Bull 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 : TBCH

The strongest argument for TBCH centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.80 suggests the stock is reasonably priced for its growth.

Bear Case : MGNI

The primary concerns for MGNI are Market Cap.

Bear Case : TBCH

The primary concerns for TBCH are Market Cap, Profit Margin, Piotroski F-Score. Thin 4.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

MGNI profiles as a mature stock while TBCH is a value play — different risk/reward profiles.

MGNI carries more volatility with a beta of 2.40 — expect wider price swings.

MGNI is growing revenue faster at 5.9% — sustainability is the question.

MGNI generates stronger free cash flow (103M), providing more financial flexibility.

Bottom Line

MGNI scores higher overall (68/100 vs 55/100), 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.

Turtle Beach Corporation

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.

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