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JG vs APPS vs MGNI vs PUBM vs META
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Advertising Agencies
Software - Application
Internet Content & Information
JG vs APPS vs MGNI vs PUBM vs META — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Application | Advertising Agencies | Software - Application | Internet Content & Information |
| Market Cap | $113M | $477M | $2.01B | $485M | $1.56T |
| Revenue (TTM) | $300M | $532M | $723M | $282M | $214.96B |
| Net Income (TTM) | $-78M | $-42M | $159M | $-17M | $70.59B |
| Gross Margin | 68.7% | 60.1% | 63.4% | 63.2% | 81.9% |
| Operating Margin | -22.8% | 0.1% | 14.8% | -7.3% | 41.2% |
| Forward P/E | — | 10.1x | 13.4x | — | 20.4x |
| Total Debt | $21M | $418M | $279M | $44M | $83.90B |
| Cash & Equiv. | $119M | $40M | $553M | $146M | $35.87B |
JG vs APPS vs MGNI vs PUBM vs META — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 20 | May 26 | Return |
|---|---|---|---|
| Aurora Mobile Limit… (JG) | 100 | 9.4 | -90.6% |
| Digital Turbine, In… (APPS) | 100 | 7.1 | -92.9% |
| Magnite, Inc. (MGNI) | 100 | 45.6 | -54.4% |
| PubMatic, Inc. (PUBM) | 100 | 36.6 | -63.4% |
| Meta Platforms, Inc. (META) | 100 | 225.8 | +125.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JG vs APPS vs MGNI vs PUBM vs META
Each card shows where this stock fits in a portfolio — not just who wins on paper.
JG is the #2 pick in this set and the best alternative if income & stability is your priority.
- beta 0.33
- Beta 0.33 vs APPS's 1.72, lower leverage
APPS ranks third and is worth considering specifically for value.
- Lower P/E (10.1x vs 20.4x)
MGNI is the clearest fit if your priority is momentum.
- +12.6% vs JG's -21.7%
PUBM is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 1.51, Low D/E 16.7%, current ratio 1.39x
- Beta 1.51, current ratio 1.39x
META carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 22.2%, EPS growth -1.6%, 3Y rev CAGR 19.9%
- 421.2% 10Y total return vs MGNI's -4.7%
- 22.2% revenue growth vs APPS's -9.9%
- 32.8% margin vs JG's -25.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 22.2% revenue growth vs APPS's -9.9% | |
| Value | Lower P/E (10.1x vs 20.4x) | |
| Quality / Margins | 32.8% margin vs JG's -25.9% | |
| Stability / Safety | Beta 0.33 vs APPS's 1.72, lower leverage | |
| Dividends | 0.3% yield; 2-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +12.6% vs JG's -21.7% | |
| Efficiency (ROA) | 20.8% ROA vs JG's -25.5%, ROIC 27.6% vs -7.0% |
JG vs APPS vs MGNI vs PUBM vs META — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
JG vs APPS vs MGNI vs PUBM vs META — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
META leads in 3 of 6 categories
JG leads 0 • APPS leads 0 • MGNI leads 0 • PUBM leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
META leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
META is the larger business by revenue, generating $215.0B annually — 763.2x PUBM's $282M. META is the more profitable business, keeping 32.8% of every revenue dollar as net income compared to JG's -25.9%. On growth, META holds the edge at +33.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $300M | $532M | $723M | $282M | $215.0B |
| EBITDAEarnings before interest/tax | -$78M | $70M | $145M | $11M | $109.3B |
| Net IncomeAfter-tax profit | -$78M | -$42M | $159M | -$17M | $70.6B |
| Free Cash FlowCash after capex | $554M | $19M | $44M | $43M | $48.3B |
| Gross MarginGross profit ÷ Revenue | +68.7% | +60.1% | +63.4% | +63.2% | +81.9% |
| Operating MarginEBIT ÷ Revenue | -22.8% | +0.1% | +14.8% | -7.3% | +41.2% |
| Net MarginNet income ÷ Revenue | -25.9% | -7.9% | +22.0% | -6.2% | +32.8% |
| FCF MarginFCF ÷ Revenue | +184.7% | +3.5% | +6.1% | +15.1% | +22.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -7.9% | +12.4% | +5.5% | -2.0% | +33.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +67.4% | +113.6% | +142.9% | -35.0% | +62.4% |
Valuation Metrics
Evenly matched — APPS and PUBM each lead in 2 of 6 comparable metrics.
Valuation Metrics
At 14.7x trailing earnings, MGNI trades at a 44% valuation discount to META's 26.3x P/E. On an enterprise value basis, MGNI's 11.4x EV/EBITDA is more attractive than APPS's 29.7x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $113M | $477M | $2.0B | $485M | $1.56T |
| Enterprise ValueMkt cap + debt − cash | $99M | $855M | $1.7B | $384M | $1.61T |
| Trailing P/EPrice ÷ TTM EPS | -38.09x | -4.48x | 14.74x | -33.03x | 26.26x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 10.10x | 13.45x | — | 20.36x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | 1.43x |
| EV / EBITDAEnterprise value multiple | — | 29.66x | 11.43x | 14.47x | 15.81x |
| Price / SalesMarket cap ÷ Revenue | 2.44x | 0.97x | 2.81x | 1.72x | 7.78x |
| Price / BookPrice ÷ Book value/share | 2.72x | 2.69x | 2.33x | 1.83x | 7.31x |
| Price / FCFMarket cap ÷ FCF | 216.38x | — | 12.11x | 7.28x | 33.90x |
Profitability & Efficiency
META leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
META delivers a 33.2% return on equity — every $100 of shareholder capital generates $33 in annual profit, vs $-73 for JG. PUBM carries lower financial leverage with a 0.17x debt-to-equity ratio, signaling a more conservative balance sheet compared to APPS's 2.72x. On the Piotroski fundamental quality scale (0–9), JG scores 6/9 vs APPS's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -73.2% | -21.5% | +18.6% | -7.0% | +33.2% |
| ROA (TTM)Return on assets | -25.5% | -4.9% | +5.3% | -2.6% | +20.8% |
| ROICReturn on invested capital | -7.0% | -7.4% | +9.5% | -6.8% | +27.6% |
| ROCEReturn on capital employed | -8.8% | -8.9% | +7.3% | -5.5% | +29.4% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.21x | 2.72x | 0.30x | 0.17x | 0.39x |
| Net DebtTotal debt minus cash | -$98M | $378M | -$275M | -$102M | $48.0B |
| Cash & Equiv.Liquid assets | $119M | $40M | $553M | $146M | $35.9B |
| Total DebtShort + long-term debt | $21M | $418M | $279M | $44M | $83.9B |
| Interest CoverageEBIT ÷ Interest expense | -80.09x | -1.83x | 4.03x | — | 78.84x |
Total Returns (Dividends Reinvested)
META leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in META five years ago would be worth $19,476 today (with dividends reinvested), compared to $613 for APPS. Over the past 12 months, MGNI leads with a +12.6% total return vs JG's -21.7%. The 3-year compound annual growth rate (CAGR) favors META at 38.6% vs APPS's -30.6% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +6.6% | -16.5% | -12.8% | +19.2% | -5.1% |
| 1-Year ReturnPast 12 months | -21.7% | +10.5% | +12.6% | +2.0% | +3.7% |
| 3-Year ReturnCumulative with dividends | -4.9% | -66.5% | +58.7% | -18.5% | +166.4% |
| 5-Year ReturnCumulative with dividends | -89.4% | -93.9% | -60.9% | -77.1% | +94.8% |
| 10-Year ReturnCumulative with dividends | -96.2% | +353.4% | -4.7% | -65.2% | +421.2% |
| CAGR (3Y)Annualised 3-year return | -1.6% | -30.6% | +16.7% | -6.6% | +38.6% |
Risk & Volatility
Evenly matched — JG and META each lead in 1 of 2 comparable metrics.
Risk & Volatility
JG is the less volatile stock with a 0.33 beta — it tends to amplify market swings less than APPS's 1.72 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. META currently trades 77.5% from its 52-week high vs APPS's 48.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.33x | 1.72x | 1.63x | 1.51x | 1.59x |
| 52-Week HighHighest price in past year | $12.80 | $8.28 | $26.65 | $13.88 | $796.25 |
| 52-Week LowLowest price in past year | $5.85 | $2.74 | $10.82 | $6.21 | $520.26 |
| % of 52W HighCurrent price vs 52-week peak | +52.0% | +48.2% | +52.5% | +73.8% | +77.5% |
| RSI (14)Momentum oscillator 0–100 | 46.0 | 62.9 | 55.4 | 66.5 | 42.8 |
| Avg Volume (50D)Average daily shares traded | 3K | 2.1M | 2.1M | 746K | 15.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: JG as "Buy", APPS as "Hold", MGNI as "Buy", PUBM as "Buy", META as "Buy". Consensus price targets imply 150.6% upside for APPS (target: $10) vs 5.1% for JG (target: $7). META is the only dividend payer here at 0.34% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $7.00 | $10.00 | $18.00 | $14.00 | $821.80 |
| # AnalystsCovering analysts | 4 | 11 | 31 | 16 | 60 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | +0.3% |
| Dividend StreakConsecutive years of raises | — | — | — | — | 2 |
| Dividend / ShareAnnual DPS | — | — | — | — | $2.07 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | 0.0% | +2.3% | +9.6% | +1.7% |
META leads in 3 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 2 categories are tied.
JG vs APPS vs MGNI vs PUBM vs META: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is JG or APPS or MGNI or PUBM or META a better buy right now?
For growth investors, Meta Platforms, Inc.
(META) is the stronger pick with 22. 2% revenue growth year-over-year, versus -9. 9% for Digital Turbine, Inc. (APPS). Magnite, Inc. (MGNI) offers the better valuation at 14. 7x trailing P/E (13. 4x forward), making it the more compelling value choice. Analysts rate Aurora Mobile Limited (JG) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — JG or APPS or MGNI or PUBM or META?
On trailing P/E, Magnite, Inc.
(MGNI) is the cheapest at 14. 7x versus Meta Platforms, Inc. at 26. 3x. On forward P/E, Digital Turbine, Inc. is actually cheaper at 10. 1x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — JG or APPS or MGNI or PUBM or META?
Over the past 5 years, Meta Platforms, Inc.
(META) delivered a total return of +94. 8%, compared to -93. 9% for Digital Turbine, Inc. (APPS). Over 10 years, the gap is even starker: META returned +421. 2% versus JG's -96. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JG or APPS or MGNI or PUBM or META?
By beta (market sensitivity over 5 years), Aurora Mobile Limited (JG) is the lower-risk stock at 0.
33β versus Digital Turbine, Inc. 's 1. 72β — meaning APPS is approximately 422% more volatile than JG relative to the S&P 500. On balance sheet safety, PubMatic, Inc. (PUBM) carries a lower debt/equity ratio of 17% versus 3% for Digital Turbine, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — JG or APPS or MGNI or PUBM or META?
By revenue growth (latest reported year), Meta Platforms, Inc.
(META) is pulling ahead at 22. 2% versus -9. 9% for Digital Turbine, Inc. (APPS). On earnings-per-share growth, the picture is similar: Magnite, Inc. grew EPS 493. 8% year-over-year, compared to -234. 8% for PubMatic, Inc.. Over a 3-year CAGR, META leads at 19. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — JG or APPS or MGNI or PUBM or META?
Meta Platforms, Inc.
(META) is the more profitable company, earning 30. 1% net margin versus -18. 8% for Digital Turbine, Inc. — meaning it keeps 30. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: META leads at 41. 4% versus -11. 0% for APPS. At the gross margin level — before operating expenses — META leads at 82. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is JG or APPS or MGNI or PUBM or META more undervalued right now?
On forward earnings alone, Digital Turbine, Inc.
(APPS) trades at 10. 1x forward P/E versus 20. 4x for Meta Platforms, Inc. — 10. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for APPS: 150. 6% to $10. 00.
08Which pays a better dividend — JG or APPS or MGNI or PUBM or META?
In this comparison, META (0.
3% yield) pays a dividend. JG, APPS, MGNI, PUBM do not pay a meaningful dividend and should not be held primarily for income.
09Is JG or APPS or MGNI or PUBM or META better for a retirement portfolio?
For long-horizon retirement investors, Aurora Mobile Limited (JG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
33)). Magnite, Inc. (MGNI) carries a higher beta of 1. 63 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JG: -96. 2%, MGNI: -4. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between JG and APPS and MGNI and PUBM and META?
These companies operate in different sectors (JG (Technology) and APPS (Technology) and MGNI (Communication Services) and PUBM (Technology) and META (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: JG is a small-cap quality compounder stock; APPS is a small-cap quality compounder stock; MGNI is a small-cap deep-value stock; PUBM is a small-cap quality compounder stock; META is a mega-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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