COMPARE · Reviewed August 3, 2026
MGNI vs STGW
Verdict: Side-by-side breakdown using the Bull Rankings model. MGNI scored 68.7, STGW scored 58.2 — MGNI leads.
Compare another set
Different reporting periods. STGW's fundamentals are as of June 2026, but MGNI's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
MGNI
Magnite, Inc.
68.7
$20.46 · $2.9B
fundamentals as of
Score gap
10.5
MGNI leads
STGW
Stagwell Inc.
58.2
$8.71 · $2.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
MGNI
stronger →← stronger
STGW
58
Qualityreturns · margins · balance sheet
51
80
Growthrevenue & earnings expansion
70
70
Valuevaluation vs sector peers
56
MGNI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MGNI
STGW
$47mC-
FCF
$253mC
+7.1%B
Rev
+6.4%C+
0.47B+
D/E
2.41C
19.5xB
P/E
145.2xD
0.09A
PEG
0.41A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MGNI
STGW
499% above
Price vs fair valuelower is cheaper
45% below
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-85%
1-yr DCF upside
+62%
-83%
5-yr DCF upside
+83%
-81%
10-yr DCF upside
+117%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MGNI
No notable signals flagged.
STGW
Why this score
- Buying back stock
The companies
MGNIMagnite, Inc.
Why now
Advertising Agencies · market cap $2.9b. Down 23% from 52-week high of $26.65 — deep drawdown territory. PEG 0.09 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.40 (implying +9% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Beta 2.27 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Platform dependency — much of the addressable ad budget flows through Google, Meta, and Amazon; an algorithm change or pricing shift on the platform side resets the economics overnight.
STGWStagwell Inc.
Why now
Advertising Agencies · market cap $2.1b. Trading near 52-week high of $8.77 — momentum setup, limited technical margin of safety. PEG 0.41 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $9.71 (implying +12% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.41 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 145.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.