WallStSmart

Magnite Inc (MGNI)vsWestern Digital Corporation (WDC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Western Digital Corporation generates 1530% more annual revenue ($11.78B vs $722.55M). WDC leads profitability with a 55.3% profit margin vs 22.0%. MGNI appears more attractively valued with a PEG of 0.09. WDC earns a higher WallStSmart Score of 80/100 (A-).

MGNI

Strong Buy

70

out of 100

Grade: B-

Growth: 7.3Profit: 6.0Value: 9.3Quality: 5.0
Piotroski: 4/9Altman Z: 0.37

WDC

Exceptional Buy

80

out of 100

Grade: A-

Growth: 7.3Profit: 9.5Value: 5.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.51
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MGNIUndervalued (+58.2%)

Margin of Safety

+58.2%

Fair Value

$28.21

Current Price

$14.68

$13.53 discount

UndervaluedFair: $28.21Overvalued

Intrinsic value data unavailable for WDC.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGNI5 strengths · Avg: 9.0/10
PEG RatioValuation
0.0910/10

Growing faster than its price suggests

EPS GrowthGrowth
230.0%10/10

Earnings expanding 230.0% YoY

Profit MarginProfitability
22.0%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

WDC6 strengths · Avg: 10.0/10
Market CapQuality
$225.26B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
67.0%10/10

Every $100 of equity generates 67 in profit

Profit MarginProfitability
55.3%10/10

Keeps 55 of every $100 in revenue as profit

Operating MarginProfitability
37.0%10/10

Strong operational efficiency at 37.0%

Revenue GrowthGrowth
45.5%10/10

Revenue surging 45.5% year-over-year

EPS GrowthGrowth
482.9%10/10

Earnings expanding 482.9% YoY

Areas to Watch

MGNI3 concerns · Avg: 2.3/10
Operating MarginProfitability
4.7%3/10

Operating margin of 4.7%

Free Cash FlowQuality
$-133.89M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.372/10

Distress zone — elevated risk

WDC3 concerns · Avg: 3.3/10
P/E RatioValuation
39.1x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.514/10

Distress zone — elevated risk

Price/BookValuation
27.5x2/10

Trading at 27.5x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : MGNI

The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 4.7%. PEG of 0.09 suggests the stock is reasonably priced for its growth.

Bull Case : WDC

The strongest argument for WDC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.3% and operating margin at 37.0%. Revenue growth of 45.5% demonstrates continued momentum.

Bear Case : MGNI

The primary concerns for MGNI are Operating Margin, Free Cash Flow, Altman Z-Score.

Bear Case : WDC

The primary concerns for WDC are P/E Ratio, Altman Z-Score, Price/Book.

Key Dynamics to Monitor

MGNI profiles as a mature stock while WDC is a growth play — different risk/reward profiles.

MGNI carries more volatility with a beta of 2.31 — expect wider price swings.

WDC is growing revenue faster at 45.5% — sustainability is the question.

WDC generates stronger free cash flow (978M), providing more financial flexibility.

Bottom Line

WDC scores higher overall (80/100 vs 70/100), backed by strong 55.3% margins and 45.5% revenue growth. MGNI offers better value entry with a 58.2% margin of safety. Both earn "Exceptional 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.

Western Digital Corporation

TECHNOLOGY · COMPUTER HARDWARE · USA

Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.

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