Magnite, Inc. Liquidation Value

MGNI Computer Services

Cash & Equivalents

$184.65M
As of 2026-03-31
Current Price: N/A

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $184.65M
Total Obligations: -$2.10B
$-1.92B
Per share: $-13.39
Period: 2026-03-31

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $184.65M
AR: $1.43B
Total Obligations: -$2.10B
$-488.72M
Per share: $-3.41
Period: 2026-03-31

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $184.65M
AR: $1.43B
Inventory: N/A
Total Obligations: -$2.10B
$-488.72M
Per share: $-3.41
Period: 2026-03-31
incomplete 1 component missing — treated as $0 in formula. Why?
  • Inventory: not reported

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-1.92B$-13.39
Liquid Liquidation Value$-488.72M$-3.41
Operating Liquidation Value$-488.72M$-3.41

Key Components (as of 2026-03-31)

Data as of 2026-03-31 from 10-Q filed 2026-05-06. View on SEC EDGAR →

Cash & Equivalents$184.65M
Accounts Receivable$1.43B
InventoryN/A
Current Liabilities$1.62B
Long-term Debt (?)$347.22M
Op. Lease Liability (?)$57.08M
Finance Lease (?)N/A
Shares Outstanding143.3M

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2026-03-31$184.65M$1.43BN/AN/A$1.62B$347.22M$57.08MN/A
2025-12-31$553.36M$1.30BN/AN/A$1.84B$347.67M$50.09MN/A
2025-09-30$482.13M$1.22BN/AN/A$1.71B$348.11M$48.76MN/A
2025-06-30$426.00M$1.30BN/AN/A$1.76B$348.56M$43.40MN/A
2025-03-31$429.71M$1.05BN/AN/A$1.54B$349.00M$43.76MN/A
2024-12-31$483.22M$1.20BN/AN/A$1.50B$550.10M$38.98MN/A
2024-09-30$387.24M$1.16BN/AN/A$1.41B$550.17M$46.58MN/A
2024-06-30$326.46M$1.12BN/AN/A$1.33B$549.02M$50.29MN/A

Comments

SEC Filings

PeriodFormFiledLink
2026-03-31 10-Q 2026-05-06 View
2025-12-31 10-K 2026-02-25 View
2025-09-30 10-Q 2025-11-05 View
2025-06-30 10-Q 2025-08-06 View
2025-03-31 10-Q 2025-05-07 View
2024-12-31 10-K 2025-02-26 View
2024-09-30 10-Q 2024-11-07 View
2024-06-30 10-Q 2024-08-07 View

AI Insights

AI Insight·Generated 2026-05-09

Magnite, Inc. (MGNI) presents a deeply negative liquidation posture as of March 31, 2026, consistent with its prior periods. The MFFAIS-reported cash liquidation value of approximately -$1.84 billion and liquid liquidation value of approximately -$410 million confirm that face-value liabilities substantially exceed recoverable assets under a wind-down scenario.

Asset-side recovery is dominated by accounts receivable of $1.43 billion (gross), which at a 90-95% haircut yields approximately $1.29-$1.36 billion. Cash of $184.6 million recovers at par. Property, plant and equipment (net $115.9 million gross $247.7 million, accumulated depreciation $131.8 million) recovers at roughly $58-$81 million at a 50-70% haircut on net book value. Internally developed and acquired intangibles net $9.8 million plus goodwill of $983.9 million are assigned zero recovery under the liquidation lens — goodwill represents the single largest non-recoverable asset at 33% of total assets of $2.95 billion. Right-of-use assets of $74.7 million carry near-zero liquidation value as they are offset by corresponding lease obligations that survive liquidation at face value.

On the liability side, accounts payable and accrued liabilities of $1.59 billion (current) plus the 2024 Term Loan B Facility gross principal of $359.5 million ($350.8 million net of issuance costs) represent the dominant claims. Convertible Senior Notes of $205.1 million were repaid at maturity on March 15, 2026 — this is the material change from the prior 10-K (December 31, 2025), which would have shown both the term loan and the convertible notes outstanding. The convertible note payoff, funded from cash on hand, drove the $368.7 million net reduction in cash during Q1 2026 (operating cash outflow of $120.8 million, investing of $13.1 million, financing of $235.1 million). Cash declined from a prior-year-end level (implied from the cash change) to $184.6 million.

Operating lease obligations total $89.5 million (undiscounted) per the maturity schedule, extending through 2038, plus $34.1 million in commitments not yet on-balance-sheet — both survive liquidation at face value. Non-cancelable other obligations total $173.0 million, front-loaded in 2026-2027. Total contractual commitments sum to approximately $775.5 million. The liability stack, combined with the near-zero recovery on $983.9 million of goodwill and the modest recovery on PP&E and intangibles, produces a negative recovery to equity that is structural for this business model. The filing discusses the Google antitrust litigation benefit as a prospective operating tailwind but does not separately XBRL-tag any contingent asset or recovery estimate from that action.

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