COMPARE · Data as of August 13, 2026
MGNI vs STGW
Verdict: Side-by-side breakdown using the Bull Rankings model. MGNI scored 71.9, STGW scored 52.9 — MGNI leads.
Compare another set
MGNI
Magnite, Inc.
71.9
$24.58 · $3.5B
fundamentals as of
Score gap
19.0
MGNI leads
STGW
Stagwell Inc.
52.9
$9.31 · $2.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
MGNI
stronger →← stronger
STGW
67
Qualityreturns · margins · balance sheet
50
75
Growthrevenue & earnings expansion
56
74
Valuevaluation vs sector peers
53
MGNI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MGNI
STGW
$216mC
FCF
$253mC
+8.3%B
Rev
+6.4%C+
0.45B+
D/E
2.41C
22.3xB
P/E
155.2xD
0.09A
PEG
0.39A
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
43% above
Price vs fair valuelower is cheaper
41% below
~21%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
-40%
1-yr DCF upside
+51%
-30%
5-yr DCF upside
+68%
-13%
10-yr DCF upside
+97%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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 $3.5b. 8% off the 52-week high of $26.65. 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 $27.33 (implying +11% 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 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 129% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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 $2.3b. Trading near 52-week high of $9.55 — momentum setup, limited technical margin of safety. PEG 0.39 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $9.86 (implying +6% 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 155.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 3% 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.
Where MGNI and STGW diverge
On the headline score the gap is 19.0 points in favour of MGNI. The widest single difference is Value, where MGNI leads by 21.1 points.
- ValueMGNI 73.7 · STGW 52.6MGNI +21.1
- GrowthMGNI 74.9 · STGW 55.8MGNI +19.1
- QualityMGNI 67.5 · STGW 50.4MGNI +17.1
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.