Magnite Inc (MGNI)vsTrade Desk Inc (TTD)
MGNI
Magnite Inc
$29.34
+0.45%
COMMUNICATION SERVICES · Cap: $4.19B
TTD
Trade Desk Inc
$15.47
-3.19%
COMMUNICATION SERVICES · Cap: $7.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 290% more annual revenue ($2.99B vs $766.75M). MGNI leads profitability with a 23.6% profit margin vs 11.0%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 74/100 (B).
MGNI
Strong Buy74
out of 100
Grade: B
TTD
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.7%
Fair Value
$29.28
Current Price
$29.34
$0.06 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 76.9% YoY
Conservative balance sheet, low leverage
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Revenue declined 0.5%
Earnings declined 65.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 23.6% and operating margin at 18.5%. Revenue growth of 13.8% demonstrates continued momentum.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bear Case : MGNI
The primary concerns for MGNI are Altman Z-Score.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
MGNI profiles as a mature stock while TTD is a declining play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.39 — expect wider price swings.
MGNI is growing revenue faster at 13.8% — sustainability is the question.
TTD generates stronger free cash flow (140M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (74/100 vs 53/100), backed by strong 23.6% margins and 13.8% revenue growth. 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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?