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35

MGNI

📡 Communication Services

Magnite, Inc.

Conservative #985Aggressive #853High RiskHigh 83
$11.97+2.31%
Day High$12.04
Day Low$11.52
Volume3.6M
Mkt Cap$1.7B
52W Low $852W High $27
Market Cap
$1.8B
P/E Ratio
30.2
Sector avg: 120.6
Rev Growth
7.8%
Sector avg: 15.8%
Earnings Growth
114.3%
Profit Margin
8.3%
Sector avg: -116.3%
Debt/Equity
0.77

Why This Score

MGNI scores 34.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • High conviction (83/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Above-average volatility (22.6%) may not suit conservative risk tolerance.

Minor adjustments (0.0 points) applied. MGNI's rank of #985 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score34.8
Fundamental Score32.5
ML Score24.0

Score by Horizon

3 Month
63.2
6 Month
70.7
Primary
1 Year
74.4

Quality Assessment

C
Earnings Grade
Mixed fundamentals, potential quality issues
Quality Flags
High accrual ratio (-283.7%) — earnings quality concern

Position Sizing

Suggested Allocation
3.5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
56
Neutral
Analyst (6.4%)
61
Favorable
Tradability (post-hoc)
89
Grade A
Base
30.8
SHAP
+2.0
Factors
+0.9
Conviction
+1.1
Final
34.8
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)56.0
Technical (Momentum, Weinstein, Volatility)26.0
External (Sentiment, Analyst, Macro)79.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-1.2% to +3.0%
Medium-term
-1.2% to +5.1%
Long-term
-1.3% to +7.2%

ML Model Core Features100 trained inputs → ML Score: 24

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score61.3/100
Target Upside+93.3%
Coverage31 analysts
Market Sentiment
Sentiment Score56.1/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.3%
6M Momentum-0.5%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+29.1%
Momentum ConsistencyModerate (0.47)
Relative Strength vs Sector-25.8%
Trend Strength (ADX Proxy)Weak (1.1)
Momentum Quality-0.116
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
5%
Low risk
Sector RevGr Rank
P58
Revenue growth vs Communication Services peers
Sector PE Rank
P24
Valuation vs Communication Services peers
Sector FCF Rank
P45
Free cash flow vs Communication Services peers
Growth Deviation
+0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 65 relative to sector peers65/100
Machine learning model ranks this stock at the 74th percentileP74
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.0pt (features align with model priorities)
Blend: 91% fund (65.4) + 9% ML (73.7) + SHAP(+3.0) = 69.1
Factor quality: +1.4pt (multi-factor composite)
Market cap adjustment: -8.0 points ($1.8B market cap)-8.0 pts
Conviction bonus: +1.6pt (conviction=83)
Risk Factors
Risk assessment: high. Annualized volatility 22.6%. Max drawdown 55% (-12.0 pts). Price momentum -26% (-4.2 pts)High
Earnings quality grade C: mixed earnings quality, some red flags. Score adjusted by -16 pointsGrade C
Quality concern: Earnings growth (114%) far exceeds revenue growth (7.8%) — margin expansion may not be sustainable; High accrual ratio (-283.7%) — earnings quality concernFlag

Sector Peer Comparison(Communication Services — Rank #40 of 60 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
MGNI34.830.27.8%8.3%$1.8B
GOOGL82.828.315.1%32.8%$3.7T
EA75.175.1-1.3%15.0%$50.2B
MTCH74.512.83.4%15.8%$7.3B
META72.027.222.2%30.1%$1.6T
TIGO69.810.12.5%4.4%$11.0B
BZ65.521.923.6%21.5%$8.1B
NXST65.214.49.6%13.4%$7.0B
SIRI63.69.5-1.6%9.4%$7.2B
CMCSA63.65.9-0.0%16.2%$115.0B
JOYY60.91.9-1.3%83.2%$3.3B
EVER60.610.473.7%8.4%$566M
NFLX59.630.415.9%24.3%$326.1B
TMUS59.322.68.5%12.4%$245.5B
NWS56.712.62.4%12.2%$14.7B
WMG56.451.74.4%5.4%$15.4B
Sector Average43.5120.615.8%-116.3%

Market Sentimentvia FMP

Analyst Consensus
Buy31 analysts
Buy: 18Hold: 9Sell: 4
Price Target
$22consensus
Low $15Median $20High $48
+82.8% to consensus target

Company Overviewvia FMP

Magnite, Inc. operates an independent 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 provides applications and services for buyers, including advertisers, agencies, agency trading desks, and demand side platforms to buy digital advertising inventory. It markets its technology solutions to buyers and sellers through a sales teams that operate from various locations. The company was formerly known as The Rubicon Project, Inc. and changed name to Magnite, Inc. in July 2020. Magnite, Inc. was incorporated in 2007 and is headquartered in New York, New York.

CEO
Michael G. Barrett
Employees
905
Beta
2.33
Industry
Advertising Agencies
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
50.6
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-55.1%
High: $26.65
From 52W Low
+45.6%
Low: $8.22
Moving Averages
10-Day
$11.80
Above
20-Day
$12.30
Below
50-Day
$14.50
Below
200-Day
$18.50
Below
60-Day Support
$10.82
60-Day Resistance
$17.41
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 13/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-35.3%
200 SMA Slope (60d)
+2.22%
Rising
Volume Ratio
0.91x
10d avg vs 50d avg
Days in Stage
80
Confidence: 40%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$205M$179M$173M$156M
Gross Profit$136M$110M$108M$93M
Operating Income$52M$25M$22M$-1M
Net Income$123M$20M$11M$-10M
EPS (Diluted)$0.81$0.13$0.08$-0.07
Gross Margin66.2%61.4%62.5%59.7%
Operating Margin25.3%14.0%12.7%-0.9%
Net Margin59.9%11.2%6.4%-6.2%

Why This Stock

Communication ServicesValuation below sector median (P/E 30.2)

Tradability FilterGrade A — 89/100Score impact: -12.0pt

Volume
100
2.4M avg/day
Dollar Vol
85
$27M/day
Float
100
142M shares
Mkt Cap
53
$1.8B
Range
100
224% spread
Composite Liquidity Score89/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$15.83$57.49113.6%Wide
2022$5.59$18.22106.2%Wide
2023$6.28$15.7385.9%Wide
2024$8.38$18.3874.7%Wide
2025$8.22$26.65105.7%Wide
3-Year Range
123.7%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
98.7%
Outstanding Shares
144M
Bid-Ask Spread
224.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.