Magnite Inc (MGNI) is overvalued and Omnicom Group Inc (OMC) is overvalued.
Both trade above our estimate of their intrinsic value. MGNI is the closer of the two: -32%, against -389% for OMC.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 13.7% (average of 3 methods) values the shares at $18.84; the price of $24.80 is 32% above that value, and 64% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $15.40; the price of $75.34 is 389% above that value, and 82% of that value comes from beyond year five.
Leak Score 26/100 on 9 of 12 signals
| Metric | MGNI | OMC |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $24.80 | $75.34 |
| Intrinsic value | $18.84 | $15.40 |
| Margin of safety | -32% | -389% |
| Leak Score | 27/100 (3/12) | 26/100 (9/12) |
| Market cap | $3.6B | $20.7B |
| Revenue growth, 5 years | 26.4% | 5.6% |
| Operating margin | 15.7% | 14.3% |
| Net margin | 22.5% | 1.7% |
| Return on equity | 19.6% | 5.5% |
| Debt to equity | 0.45 | 1.18 |
| P/E | 22.7x | 64.6x |
| Forward P/E | 18.4x | 6.3x |
| P/B | 3.8x | 2.4x |
| Dividend yield | — | 4.6% |