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MGNI

MGNI

Communication Services · Advertising Agencies

$17.55+4.78%
Mkt Cap: $2.51B

Performance

MGNI (MGNI) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

MGNI (MGNI) operates in the Advertising Agencies space within the Communication Services sector. With a market cap of $2.5B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case4
  • Forward P/E (14.2×) is lower than trailing P/E (16.7×) — analysts expect earnings to improve
  • Revenue growth of 6% YoY shows solid business momentum
  • Exceptional profit margin of 22.0% — the business retains a large share of each dollar earned
  • ROE of 19.1% shows management efficiently converts equity into profit
Bear Case3
  • High debt-to-equity of 46.81× increases financial risk, especially with elevated interest rates
  • No dividend history — total return depends entirely on price appreciation
  • High beta of 2.31 — this stock is significantly more volatile than the broader market

Verdict

Buy / Hold

More positives than negatives. Fundamentals support holding while monitoring key risks.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

This stock does not pay dividends.

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Aug 5, 2026

50

days

EPS (TTM)

$1.05

P/E (TTM)

16.7

Fwd P/E

14.2

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$2.51B
P/E Ratio16.71
Forward P/E14.20
P/B Ratio
PEG Ratio0.09
EPS (TTM)$1.05

Trading

Open
Day High
Day Low
52W High$26.65
52W Low$10.82
Volume
Avg Volume (3M)2,434,063
Beta2.31

Dividends

Dividend Yield
Annual Rate
Ex-Div Date
Payout Ratio0.00%

Profitability

Profit Margin21.96%
Operating Margin4.70%
ROE19.12%
ROA2.38%
Revenue Growth5.50%
Earnings Growth

Balance Sheet

Total Revenue$722.55M
Total Debt$429.67M
Debt / Equity46.81
Current Ratio1.02
Free Cash Flow$1.52M

Fair Value Estimates

Current price: $17.55

Graham Number

√(22.5 × EPS × Book Value)

$12.30

-29.9% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

N/A

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

5/10

71% score

Pays dividends

No dividend history found

Dividend consistency (5Y+)

Uninterrupted dividend payments for at least 5 years

ROE above 10%

19.1%

Return on equity — measures how efficiently capital is used

Positive profit margin

22.0%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+5.5%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

46.81×

Low financial leverage reduces risk of distress

Current ratio above 1

1.02×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$43M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

Stock must distribute income to shareholders

Related Assets

Communication Services

About MGNI

Magnite, Inc., together with its subsidiaries, operates an independent omni-channel sell-side advertising platform in the United States and internationally. The company's platform offers applications and services for sellers of digital advertising inventory, or publishers that own and operate CTV channels, applications, websites, and other digital media properties to manage and monetize their inventory; and for buyers, including advertisers, agencies, agency trading desks, and demand side platforms to buy digital advertising inventory, as well as an independent marketplace that brings buyers and sellers together. It markets its solutions through sales teams that operate from various locations. Magnite, Inc. was formerly known as The Rubicon Project, Inc. and changed name to Magnite, Inc. in July 2020. The company was incorporated in 2007 and is headquartered in New York, New York.

Sector

Communication Services

Industry

Advertising Agencies

Location

New York, United States

Employees

971