Magnite vs Teads Holding
Teads Holding is the larger business, with $1.30bn of revenue in fiscal 2025 against $714m for Magnite (1.8 times as much). Teads Holding grew faster (46.1% against 6.9%). Magnite kept more of each dollar of sales as profit: a net margin of 20.3% against -39.8%.
| Latest fiscal year | MagniteMGNI, 2025 | Teads HoldingTEAD, 2025 |
|---|---|---|
| Revenue | $714m | $1.30bn |
| Revenue growth | 6.9% | 46.1% |
| Net income | $145m | −$517m |
| Operating margin | — | -30.7% |
| Net margin | 20.3% | -39.8% |
| Return on equity | 17.1% | — |
| Free cash flow | $166m | $2.0m |
| Cash | $553m | $128m |
| Total debt | $566m | $628m |
| Debt to equity | — | 658.3% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $46.3m | $646,000 |
| Employees | 971 | 1,700 |
| Market value | $3.19bn | $25.1m |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 20 (Weak) | 16 (Weak) |
| Insider trades, 12 months | 0 buys, 51 sales | 6 buys, 0 sales |