Análisis Argos
MGNI
MGNIEn su precio1 señal de riesgo
Magnite, Inc. · Communication Services
US$ 20.38
precio al 2026-07-04
Valor justo Argos*
US$ 20–21
vs. su valor justo
5% por debajo
Score Argos
63/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (10.5%) en línea con lo que la empresa demuestra (11.3%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Cotiza 37% por debajo de su valor justo.
Las ganancias crecieron 535% el último año.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (0.19)
VALOR3/6FUTURO3/6PASADO3/6SALUD2/6DIVIDENDO2/6
El Iris de calidad
VALOR3/6FUTURO3/6PASADO3/6SALUD2/6DIVIDENDO2/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos63de 100En su precio
Ingresos6%
US$ 0.7 B
Margen operativo80%
13.7%
Flujo de caja libre15%
US$ 0.2 B
Deuda neta
US$ 0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.9B
P/E20.2x
EV/EBITDA19.8x
FCF yield5.7%
ROIC9.8%
Margen operativo13.7%
Crecim. ingresos+6.9%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 30 jun
Why Trade Desk Stock Tumbling Today
The Trade Desk (TTD) shares fell 4% in premarket trading Tuesday after Arete Research downgraded the digital advertising technology company to Sell from Neutral
fool.com · 26 jun
Magnite vs. Sea: Which Media Stock Is a Better Buy in 2026?
Magnite's connected TV focus contrasts with Sea's vast Southeast Asian digital empire.
fool.com · 22 jun
What Does a Magnite Insider's Sale of Over 19,000 Company Shares Mean for Investors?
This digital advertising platform provider reported a notable insider sale amid ongoing shifts in the programmatic ad market.
seekingalpha.com · 19 jun
Magnite: CTV Momentum Should Continue To Translate Into Higher Value
Magnite delivered strong Q1 results, with CTV contribution ex-TAC up 30% YoY and now over 50% of total contribution. I remain bullish and reiterate my buy rating, citing positive sentiment, robust CTV growth, and improved profitability metrics including a 27% adj. EBITDA margin. MGNI paid down $205M in senior notes, reducing net leverage to 0.7x and aligning with management's target of less than 1x.
zacks.com · 17 jun
Magnite (MGNI) Moves 10.8% Higher: Will This Strength Last?
Magnite (MGNI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
globenewswire.com · 17 jun
Magnite and Viasat Aviation Partner to Bring Programmatic Advertising to In-Flight Screens
LONDON, June 17, 2026 (GLOBE NEWSWIRE) -- Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company, today announced a partnership with Viasat Aviation, the in-flight connectivity leader behind Viasat Ads. This collaboration brings programmatic advertising to in-flight Wi-Fi and entertainment, giving brands and ad buyers scaled access to highly engaged audiences in the sky.
globenewswire.com · 11 jun
Introducing Magnite Orchestration: Powering the Future of Agentic Advertising
NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Magnite (NASDAQ:MGNI), the largest independent sell-side advertising company, today announced the launch of Magnite Orchestration, a coordination layer that enables buyers to connect their buyer agents to Magnite's seller agent and build on the industry's largest pool of premium inventory, supply-side intelligence, and automation. Magnite is also expanding its buyer agent and seller agent capabilities, and is testing with partners including dentsu and DIRECTV Advertising.
globenewswire.com · 11 jun
Teads Launches its AI-Driven Operating System, Teads EngageOS, to Maximize Publisher Total Revenue
A first-of-its-kind publisher operating system that incorporates editorial, native and programmatic demand into the feed to drive maximum revenue. In strategic partnership with Magnite.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.