Magnite Inc (MGNI)vsZiff Davis Inc (ZD)
MGNI
Magnite Inc
$12.11
+0.67%
COMMUNICATION SERVICES · Cap: $1.75B
ZD
Ziff Davis Inc
$43.46
-0.80%
COMMUNICATION SERVICES · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Ziff Davis Inc generates 103% more annual revenue ($1.45B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 3.3%. MGNI trades at a lower P/E of 12.8x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
MGNI
Strong Buy68
out of 100
Grade: B-
ZD
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.11
$32.35 discount
Margin of Safety
-305.9%
Fair Value
$7.75
Current Price
$43.46
$35.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Reasonable price relative to book value
Strong operational efficiency at 21.2%
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull 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 : ZD
The strongest argument for ZD centers on Price/Book, Operating Margin.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Bear Case : ZD
The primary concerns for ZD are PEG Ratio, P/E Ratio, Altman Z-Score. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MGNI profiles as a mature stock while ZD 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.
ZD generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (68/100 vs 51/100), 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.
Ziff Davis Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
J2 Global, Inc. provides Internet services worldwide. The company is headquartered in Los Angeles, California.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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