MAGNITE, INC. · Internet and software services

MGNI

Low riskNext report: In 7 days (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 11% in the latest quarter vs a year ago
Profitable, keeps 20% of sales as profit
Brings in more cash than it spends

Money moves

Insiders sold $316K in the last 30 days, all through pre-planned sales
Institutions added 8.8% to their holdings in the quarter ending June 2026 (167 bought, 125 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$21.62-5.5% that day

Company value: $3.1B; Share price times all shares
Price vs profit (P/E): 19.7x; You pay about $20 for each $1 of yearly profit
Price vs sales: 4.2x; Company value is 4.2 times a year of sales
Cash vs value: 11%; Cash as a share of company value
Debt vs value: 18%; Debt as a share of company value

From MGNI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$192.8M+11% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $742.0M, up 8.3% from the 12 months before. Over 5 years, sales grew about 26% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of MGNI. Starting points are the company's recent numbers.

Sales growth+8% a yearRecently: +8.3% a yearProfit margin22%Last 12 months: 22.5%P/E at the end20xToday: 19.7x. Many steady companies trade at 12x to 25xShare count change+5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.1B

Profit in 5 years$240M

Price these guesses point to$26.21+21% vs $21.62 todayAbout +3.9% a year, before dividends

What today's price needs: with a 22% margin and a 20x P/E, sales would have to grow about 3.9% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.17.1%
MissDebt under half of equityNot relying on borrowed money.0.60x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.20.3%
MissProfitable every yearSteady profits, not one good year.3 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$165.6M
MissShare count not growingNot diluting owners. Falling means buybacks.+15.7% in 3 years

Revenue: $714.0M; +6.9% vs prior year
5-year growth: +26.4%/yr; revenue, per year
Total debt: $556.1M; 0.60x equity
Current ratio: 1.02x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.