APP vs MGNI
AppLovin and Magnite, Inc., both Communication Services
AppLovin is the larger company at $158B against $2.6B. On trailing earnings MGNI is the cheaper of the two at a P/E of 22.3 against 23.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year MGNI returned +7.5% against -21% for APP. Ryufin's sector-relative Smart Score puts APP ahead, 10/10 against 6/10.
| Figure | APP | MGNI |
|---|---|---|
| Last close | $309 | $23.38 |
| Market cap | $158B | $2.6B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 23.8 | 22.3 |
| 1-year return | -21% | +7.5% |
| 5-year return | +403% | -22% |
| Ryufin Smart Scoresector-relative, 1–10 | 10/10 | 6/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
AppLovin
Revenue of $1.9B in Q2 2026, net income $1.3B. Its largest reported line is Advertising, 39% of the disclosed total.
Magnite, Inc.
Revenue of $164M in Q1 2026, net income $4M. Its largest reported line is US, 75% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.