TTD vs MGNI Stock Comparison: AI Score, Valuation, Performance and Upside
The Trade Desk and Magnite both operate in programmatic digital advertising, but The Trade Desk is the leading independent demand-side platform (DSP) helping advertisers buy inventory, while Magnite is the leading independent sell-side platform (SSP) helping publishers, including connected TV platforms, sell their inventory, making them complementary rather than directly competing businesses.
The Trade Desk offers exposure to advertiser-side programmatic buying with a premium valuation reflecting its market leadership, while Magnite offers publisher-side programmatic selling exposure at a more modest valuation. Consider whether you prefer The Trade Desk's buy-side leadership or Magnite's more value-oriented sell-side positioning.
MGNI holds the edge across 4 of 5 key metrics in this comparison. MGNI has delivered stronger 1-year price return (+19.59% vs -75.88%), though TTD has the better forward P/E setup (14.62x vs 19.30x for MGNI). MGNI leads on both revenue growth (11.20%) and operating margin (16.19%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for MGNI (+9.86%) than for TTD (-8.00%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to the leading independent demand-side platform helping advertisers buy programmatic inventory
- Value The Trade Desk's strong positioning in the fast-growing connected TV advertising category
- Believe AI-driven bidding technology will continue reinforcing platform value and client retention
- Are comfortable paying a premium valuation for the clear buy-side market leader
- Want exposure to the leading independent sell-side platform helping publishers monetize programmatic inventory
- Value Magnite's growing connected TV and streaming publisher partnerships
- Prefer a more modestly valued way to gain exposure to the structural shift toward programmatic CTV advertising
- Are comfortable with the sell-side's more limited pricing power relative to the buy-side leader
| Metric | TTD | MGNI |
|---|---|---|
| AI scorei | 41.3 | 41.4 |
| AI ranki | #808 | #940 |
| Latest closei | $13.00 | $22.89 |
| 1M returni | +2.52% | -4.86% |
| 3M returni | -24.81% | +23.66% |
| 6M returni | -45.77% | +76.35% |
| 1Y returni | -75.88% | +19.59% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | TTD | MGNI |
|---|---|---|
| 1Y ago | $2.4K (-76.0%) started 2025-10-23 | $11.96K (+19.6%) started 2025-10-23 |
| 5Y ago | $1.71K (-82.9%) started 2021-10-25 | $8.53K (-14.7%) started 2021-10-25 |
| 10Y ago | $45.58K (+355.8%) started 2016-10-24 | $27.91K (+179.1%) started 2016-10-24 |
Hypothetical — past performance does not guarantee future results.
| Metric | TTD | MGNI |
|---|---|---|
| Market capi | $6.84B | $3.57B |
| Trailing P/Ei | 17.32 | 22.62 |
| Forward P/Ei | 14.62 | 19.30 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 1.81 | 4.54 |
| Analyst targeti | $13.39 | $27.33 |
| Target upsidei | -8.00% | +9.86% |
| Metric | TTD | MGNI |
|---|---|---|
| Revenue growthi | 3.00% | 11.20% |
| Earnings growthi | -23.60% | 65.30% |
| EPS growthi | -23.60% | +65.30% |
| FCF margini | +19.50% | +21.59% |
| Operating margini | 14.21% | 16.19% |
| Profit margini | 13.61% | 22.49% |
| ROIC proxyi | 15.44% | 19.58% |
| Return on equityi | 15.44% | 19.58% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.04 | 2.27 |
| Debt/equityi | 16.86 | 44.54 |
| Current ratioi | 1.72 | 1.02 |
| Quick ratioi | 1.68 | 1.01 |
Over the past year, TTD and MGNI have moved weakly in the same direction (correlation of 0.33), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | TTD | MGNI |
|---|---|---|---|
| 1Y | Growthi | -75.98% | +19.59% |
| CAGRi | -76.03% | +19.61% | |
| Volatilityi | 56.84% | 57.77% | |
| Sharpe ratioi | -2.30 | 0.52 | |
| Sortino ratioi | -2.95 | 0.78 | |
| Max drawdowni | 77.98% | 44.25% | |
| Current drawdowni | 75.98% | 10.83% | |
| Avg drawdowni | 53.84% | 20.56% | |
| Ulcer Indexi | 57.16% | 24.96% | |
| Max daily dropi | 21.90% | 18.21% | |
| Max wkly dropi | 29.89% | 24.90% | |
| 5Y | Growthi | -82.92% | -14.72% |
| CAGRi | -29.80% | -3.14% | |
| Volatilityi | 67.62% | 74.44% | |
| Sharpe ratioi | -0.25 | 0.25 | |
| Sortino ratioi | -0.36 | 0.41 | |
| Max drawdowni | 91.46% | 79.17% | |
| Current drawdowni | 90.68% | 17.51% | |
| Avg drawdowni | 45.18% | 50.56% | |
| Ulcer Indexi | 51.71% | 53.59% | |
| Max daily dropi | 38.61% | 35.09% | |
| Max wkly dropi | 42.53% | 45.84% | |
| 10Y | Growthi | +355.82% | +179.15% |
| CAGRi | +16.39% | +10.82% | |
| Volatilityi | 67.90% | 76.42% | |
| Sharpe ratioi | 0.49 | 0.45 | |
| Sortino ratioi | 0.76 | 0.70 | |
| Max drawdowni | 91.46% | 90.65% | |
| Current drawdowni | 90.68% | 62.96% | |
| Avg drawdowni | 29.36% | 59.43% | |
| Ulcer Indexi | 38.64% | 64.57% | |
| Max daily dropi | 38.61% | 40.00% | |
| Max wkly dropi | 42.53% | 46.91% |
| Category | TTD | MGNI |
|---|---|---|
| Company | The Trade Desk, Inc. | Magnite, Inc. |
| Sector | Communication Services | Communication Services |
| Industry | Advertising Agencies | Advertising Agencies |
| Core business | An independent demand-side platform (DSP) that enables advertising agencies and brands to programmatically buy digital advertising inventory across connected TV, display, video, audio, and other formats using AI-driven bidding technology. | An independent sell-side advertising platform (SSP) that helps publishers, including connected TV and streaming platforms, sell their digital advertising inventory programmatically to advertisers and demand-side platforms. |
| Investor focus | Connected TV (CTV) advertising spend growth, client retention, and AI-driven bidding platform (Kokai) adoption and effectiveness. | Connected TV advertising inventory volume growth, publisher partnership expansion, and take rate trends on programmatic transactions. |
- Leading independent demand-side platform position, seen as more neutral and advertiser-aligned than platforms owned by media companies
- Strong exposure to the fast-growing connected TV advertising category as streaming continues taking share from traditional TV
- AI-driven bidding technology helps advertisers optimize spend, reinforcing platform value and client retention
- Leading independent sell-side platform position with growing connected TV and streaming publisher partnerships
- Benefits from the same structural shift toward CTV and programmatic advertising that drives The Trade Desk's growth, but from the supply side
- Trades at a more modest valuation than The Trade Desk, reflecting its smaller scale within the programmatic ecosystem
- Premium valuation reflects high growth expectations tied to continued CTV and digital advertising market share gains
- Faces competitive risk from walled-garden platforms (large tech companies) that control their own advertising inventory and data
- Digital advertising spending is sensitive to broader macroeconomic and marketing budget cycles
- Smaller scale and more limited pricing power than The Trade Desk on the buy side of programmatic transactions
- Sell-side take rates can face pressure amid competition among multiple ad exchanges for the same publisher inventory
- Revenue growth depends on publisher partner health and their inventory monetization strategies
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