Magnite Inc (MGNI)vsTurning Point Brands Inc (TPB)
MGNI
Magnite Inc
$14.13
+0.93%
COMMUNICATION SERVICES · Cap: $2.01B
TPB
Turning Point Brands Inc
$93.42
+3.55%
CONSUMER DEFENSIVE · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Magnite Inc generates 48% more annual revenue ($713.95M vs $480.90M). MGNI leads profitability with a 20.3% profit margin vs 11.5%. TPB appears more attractively valued with a PEG of 0.05. MGNI earns a higher WallStSmart Score of 77/100 (B+).
MGNI
Strong Buy77
out of 100
Grade: B+
TPB
Buy59
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
Intrinsic value data unavailable for TPB.
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
Every $100 of equity generates 23 in profit
16.8% revenue growth
Areas to Watch
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Earnings declined 24.1%
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 : TPB
The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bear Case : MGNI
The primary concerns for MGNI are Free Cash Flow.
Bear Case : TPB
The primary concerns for TPB are P/E Ratio, Market Cap, EPS Growth.
Key Dynamics to Monitor
MGNI profiles as a mature stock while TPB is a growth play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — expect wider price swings.
TPB is growing revenue faster at 16.8% — sustainability is the question.
TPB generates stronger free cash flow (24M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (77/100 vs 59/100), 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.
Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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