MGNI
Magnite, Inc.
MGNI has the edge over VZ overall, supported by stronger fundamentals and stronger valuation.
VZ
Verizon Communications Inc.
VZ has lower modeled downside risk, despite its lower overall score.
MGNI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
MGNI's revenue, profitability, cash flow and balance sheet are all currently healthy.
VZ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Under pressure |
VZ's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
MGNI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $23.34 | -20% |
| Forward | 22x | $29.34 | — |
| Current | 24x | $29.34 | — |
| Fair | 72x | $86.77 | +196% |
| Expensive | 291x | $349 | +1091% |
Historical ranges are pointers, not guarantees.
MGNI's PE is in its cheap range at 24x. If earnings grow as analysts expect, today's price would be 22x next year's earnings.
VZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $32.43 | -30% |
| Forward | 9x | $46.55 | — |
| Fair | 11x | $43.63 | -6.3% |
| Current | 12x | $46.55 | — |
| Expensive | 14x | $56.75 | +22% |
Historical ranges are pointers, not guarantees.
VZ has the edge over MGNI in the historical PE scenario, which offers more potential upside but is not a forecast.
MGNI Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
MGNI has the edge over VZ on the outlook, with more favorable revenue expectations.
VZ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VZ's earnings to grow and its profitability to improve, with its revenue holding steady.
MGNI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.32 | +10% |
| Q3 2026 | $1.20 | +200% |
| Q2 2026 | $1.10 | +255% |
| Q1 2026 | $1.05 | +377% |
| Q4 2025 | $0.95 | +494% |
| Q3 2025 | $0.40 | +208% |
| Q2 2025 | $0.31 | +$0.35 |
| Q1 2025 | $0.22 | +$0.79 |
| Q4 2024 | $0.16 | +$1.33 |
MGNI has the edge over VZ on earnings, with more consistent year-over-year improvement.
VZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.19 | +32% |
| Q3 2026 | $3.93 | -16% |
| Q2 2026 | $3.85 | -10% |
| Q1 2026 | $4.11 | -2.1% |
| Q4 2025 | $4.06 | -1.9% |
| Q3 2025 | $4.68 | +103% |
| Q2 2025 | $4.29 | +61% |
| Q1 2025 | $4.20 | +57% |
| Q4 2024 | $4.14 | +51% |
VZ's earnings per share have fallen from their peak: $3.93 over the past year, against $5.34 in late 2021.
MGNI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $204.2M | +14% |
| Q2 2026 | $192.8M | +11% |
| Q1 2026 | $164.4M | +5.5% |
| Q4 2025 | $205.4M | +5.9% |
| Q3 2025 | $179.5M | +11% |
| Q2 2025 | $173.3M | +6.4% |
| Q1 2025 | $155.8M | +4.3% |
| Q4 2024 | $194M | +3.8% |
MGNI has the edge over VZ on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +11 points |
| Q2 2026 | 16% | +3.5 points |
| Q1 2026 | 4.7% | +5.6 points |
| Q4 2025 | 25% | +4.6 points |
| Q3 2025 | 14% | +4.6 points |
| Q2 2025 | 13% | +6.8 points |
| Q1 2025 | -0.9% | +8.4 points |
| Q4 2024 | 21% | +1.9 points |
MGNI's operating margin was 25% last quarter, up 11 points from the same quarter a year ago, near the top of its range since 2019.
VZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $34.3B | +1.5% |
| Q2 2026 | $34.3B | -0.7% |
| Q1 2026 | $34.4B | +2.9% |
| Q4 2025 | $36.4B | +2% |
| Q3 2025 | $33.8B | +1.5% |
| Q2 2025 | $34.5B | +5.2% |
| Q1 2025 | $33.5B | +1.5% |
| Q4 2024 | $35.7B | +1.6% |
VZ's revenue has held roughly level: $34.3B last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +1.3 points |
| Q2 2026 | 21% | -2.7 points |
| Q1 2026 | 24% | +0.1 points |
| Q4 2025 | 14% | -7.1 points |
| Q3 2025 | 24% | +6.2 points |
| Q2 2025 | 24% | -0.2 points |
| Q1 2025 | 24% | +1 points |
| Q4 2024 | 21% | +19 points |
VZ has the edge over MGNI on profitability, with a higher operating margin.
MGNI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $93M | +36% |
| Q2 2026 | $174.5M | +2801% |
| Q1 2026 | -$130.2M | -$118.4M |
| Q4 2025 | $103.1M | -7.1% |
| Q3 2025 | $68.4M | -12% |
| Q2 2025 | $6M | -93% |
| Q1 2025 | -$11.8M | +$54.5M |
| Q4 2024 | $111M | +40% |
MGNI generated $240M in free cash flow over the past year, up 38% from the year before.
VZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5B | +2.2% |
| Q2 2026 | $10.4B | +16% |
| Q1 2026 | $8B | +2.6% |
| Q4 2025 | $9.1B | -13% |
| Q3 2025 | $11.3B | +14% |
| Q2 2025 | $9B | -5.4% |
| Q1 2025 | $7.8B | +9.9% |
| Q4 2024 | $10.4B | +20% |
VZ has the edge over MGNI on cash flow, with more consistent year-over-year improvement.
MGNI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.5% | +3.6M shares |
| 1 year | -1.5% | -2.4M shares |
| 3 years | +9.8% | +13.4M shares |
| 5 years | +15% | +19.3M shares |
| Available history | +153% | +91.2M shares |
MGNI has 151M diluted shares, down 1.5% from a year ago, with $79M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $20M |
| Q2 2026 | $21.1M |
| Q1 2026 | $14.5M |
| Q4 2025 | $23.4M |
| Q3 2025 | — |
| Q2 2025 | $3.7M |
| Q1 2025 | $19.2M |
| Q4 2024 | $5.6M |
MGNI spent $79M buying back its own shares over the past year, up 178% from the year before.
VZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -10M shares |
| 1 year | -1.7% | -72M shares |
| 3 years | -1.3% | -55M shares |
| 5 years | +0.4% | +17M shares |
| Available history | +0.5% | +21M shares |
VZ has the edge over MGNI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $1B |
| Q1 2026 | $2.5B |
MGNI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 1.0x | Healthy |
| Q4 2025 | 0.0x | Very low |
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | 1.0x | Very low |
| Q1 2025 | 1.0x | Healthy |
| Q4 2024 | 0.6x | Very low |
MGNI has the edge over VZ on leverage, with a lower net debt burden relative to earnings.
VZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.3x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 3.0x | Elevated |
VZ's net debt is about 3.3 years of its operating earnings (EBITDA), up from 2.8 years a year ago.
MGNI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.6 | Neutral |
| Stochastic | 73.9 | Neutral |
MGNI's weekly RSI is 70 (neutral) and its Stochastic is 74 (neutral).
VZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 44.6 | Neutral |
VZ's weekly RSI is 51 (neutral) and its Stochastic is 45 (neutral).
MGNI PE vs Communication Services Sector
| Metric | MGNI | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 16x | 48% above |
| PE % | 28 | 26 | 2 pts above |
MGNI is trading at 24x earnings, a 48% premium to the Communication Services sector's median of 16x.
VZ PE vs Communication Services Sector
| Metric | VZ | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 28% below |
| PE % | 58 | 26 | 32 pts above |
VZ has the edge over MGNI on valuation relative to its sector.
MGNI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $24.8 | 18% above |
| 20 week MA | $23.3 | 26% above |
| 50 week MA | $17.8 | 65% above |
| 100 week MA | $17.9 | 64% above |
| 200 week MA | $14.5 | 102% above |
MGNI is in an uptrend: it's above all five of its weekly moving averages, and 102% above its 200-week average.
VZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.1 | 3.1% above |
| 20 week MA | $46.3 | 0.5% above |
| 50 week MA | $46.1 | 1.1% above |
| 100 week MA | $44.2 | 5.4% above |
| 200 week MA | $41.4 | 12% above |
VZ is in an uptrend: it's above all five of its weekly moving averages, and 12% above its 200-week average.
MGNI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $8.38 | $32.5 | +288% |
| 2021 | $32.5 | $18.8 | -42% |
| 2022 | $18.8 | $10.7 | -43% |
| 2023 | $10.7 | $9.34 | -13% |
| 2024 | $9.34 | $16.4 | +75% |
| 2025 | $16.4 | $16.5 | +0.5% |
| 2026 YTD | $16.5 | $29.3 | +78% |
MGNI has the edge over VZ on returns for 2026, with the stronger performance.
VZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $58.8 | -4.4% |
| 2021 | $58.8 | $52.7 | -10% |
| 2022 | $52.7 | $38.4 | -27% |
| 2023 | $38.4 | $37.7 | -1.8% |
| 2024 | $37.7 | $39.9 | +5.9% |
| 2025 | $39.9 | $40.5 | +1.4% |
| 2026 YTD | $40.5 | $46.6 | +15% |
VZ has finished lower in four of the last six years. It's up 15% so far in 2026.