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← CockpitCompetitor Analysis › MAGN Magnera CorporationOpen in the cockpit ↗

Magnera CorporationMAGNCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Textiles
Momentum neutral 55
Mkt cap
$442M
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$4.33M
20-day average traded
Fwd P/E
9.8×
forward earnings
ROIC−WACC
-2.7 pp
WACC 6.9%
Hurdle
-25 pp
Req g minus delivered
Official | Implied
B+ / —
agencies · bond market
Next earnings
19 days
25 Nov 2026
Close · USD$12.34
1D+1.9%
1W+4.6%
1M+5.9%
3M-5.8%
6M+2.1%
YTD-18.5%
1Y+44.0%
ATR %4.4%
Beta1.23
52w lowhigh20.5% off high

What Magnera does

Employees: 8,500

Magnera at a glance

Size Magnera (MAGN) is a United States Consumer Discretionary company (Textiles) with a market value of $442M, the 2784th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.34 on 6 Nov 2026.

Performance Over six months the shares gained 2.1%, against -23.0% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 150.8% over the last twelve months (peer median +7.8%); the operating margin is 4.4% (peer median 6.8%).

Valuation It trades at 9.8× forward earnings against a peer median of 14.6× (2nd cheapest of 11).

Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +28%, so the hurdle is -25 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.7 points below its cost of capital (6.9% WACC).

Credit Magnera has 1 bond outstanding ($760M), rated B+ by the agencies.

Short interest Short interest is 5.0% of the free float (15 Oct 2026).

Next results Next results expected around 25 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026MAGN 108Peer median 77
Six months, rebased to 100: Magnera against the median of its 20 peers (local-currency closes).

Magnera financials

Reported figures in USD; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2023FY2022FY2021
Revenue$3.28B$3.20B$1.39B$1.49B$1.08B
Revenue growth—+131%-7%+37%—
Gross profit$349M$287M$128M$141M$144M
EBITDA$331M$300M$84.7M$89.5M$116M
Net income-$112M-$159M-$79.1M-$194M$6.94M
Free cash flow$113M$36.0M-$59.4M-$78.6M$40.9M
Capital expenditure$59.0M$67.0M$33.8M$37.7M$30.0M
Total debt$1.96B$2.02B$865M$845M$787M

Quarterly statements and history in the cockpit →

Magnera competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%-20%-10%0%00240478186001560023946050556887222980503009933001635340603332301077000850LBW6050033008776051893003840029983103MAGN6-month return →1-month return →
Up and to the right = strong over both horizons. Magnera is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%+150%20×40×60×78186050556887222980503009936050036051893003843103MAGNRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Magnera is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%+30%0%20%00240478180023946050556887223009935340603332301077LBW6050033008773003840029983103MAGNGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Magnera is the large dot.

Magnera competitors and peer comparison

How Magnera compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Magnera against its 20 peers (data as of 6 Nov 2026)
MeasureMAGNPeer medianRank in peer set
1-month return+5.9%-6.2%2nd highest of 21
6-month return+2.1%-23.0%4th highest of 21
Distance from 52-week high-20.5%-39.0%3rd highest of 21
Revenue growth (TTM)+150.8%+7.8%highest of 21
Operating margin4.4%6.8%7th lowest of 21
Forward P/E9.8×14.6×2nd cheapest of 11
Growth the price implies (Req g, 7 yrs)3.4%6.5%8th least demanding of 17
Growth delivered (Del g)+28.1%+12.9%highest of 17
Hurdle (Req g minus delivered)-24.8 pp-9.5 pp2nd least demanding of 17
ROIC minus cost of capital-2.7 pp+1.6 pp5th lowest of 21
EV / EBITDA6.4×9.7×2nd cheapest of 6
Net debt / EBITDA5.1×-0.6×2nd most indebted of 6

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Magnera MAGNUnited States$442M+2%+151%4%9.8×3.4%+28.1%
Zhejiang Jiaxin Silk 002404.SZChina$449M-22%+12%5%n/a-8.2%+12.9%
Transaction 7818.TJapan$453M+10%+15%20%14.3×-2.6%+13.0%
Hunan Huasheng 600156.SSChina$426M-35%-40%-14%n/an/an/a
Jiangsu Lianfa Textile 002394.SZChina$424M-36%+1%7%n/a-11.5%+0.7%
Zhejiang Yingfeng Technology 605055.SSChina$472M-34%+12%-4%56.8×7.4%+15.3%
Beijing Tongyizhong New Material Technology 688722.SSChina$474M-22%+7%11%22.4×10.2%+28.0%
Hs Hyosung Advanced 298050.KSSouth Korea$483M-46%+5%6%9.3×n/an/a
Shandong Yuma Sun-shading Technology 300993.SZChina$403M-29%+7%17%20.8×6.8%+14.4%
Ningbo Xianfeng New Material 300163.SZChina$394M+27%-23%-35%n/an/an/a
Baotek Industrial Materials 5340.TWOTaiwan$498M-33%+15%16%n/a23.1%+9.5%
Suzhou Longjie Special Fiber 603332.SSChina$391M-16%+33%7%n/a-7.3%+13.5%
Zhejiang Chinastars New Materials 301077.SZChina$501M-36%+37%13%n/a6.9%+4.3%
Anhui Huamao Textile 000850.SZChina$504M-22%+8%3%n/an/an/a
Lubawa LBW.WAPoland$381M+14%-9%23%n/a-9.8%+21.0%
Zhongwang Fabric 605003.SSChina$375M-24%+7%12%25.2×13.1%+1.7%
AnHui Jinchun Nonwoven 300877.SZChina$522M-3%+28%3%n/a18.0%0.0%
Fuchun Dye and Weave 605189.SSChina$523M-13%+29%4%13.0×6.5%+17.6%
Beijing Sanlian Hope Shin-Gosen Technical Service 300384.SZChina$533M-21%-36%15%10.3×6.5%-1.3%
Elite Color Environmental Resources Science & Technology 002998.SZChina$362M-27%+9%5%14.8×-5.0%+14.8%
Unitika 3103.TJapan$362M-59%-12%11%11.8×1.1%+1.4%

Magnera bonds and credit

Magnera has 1 bond outstanding with $760M face value. The agencies rate it B+.

Every bond, yield and spread in the cockpit →

Questions

Which companies are Magnera's closest peers?
The cockpit's peer set: Zhejiang Jiaxin Silk (002404.SZ), Transaction (7818.T), Hunan Huasheng (600156.SS), Jiangsu Lianfa Textile (002394.SZ), Zhejiang Yingfeng Technology (605055.SS), Beijing Tongyizhong New Material Technology (688722.SS), Hs Hyosung Advanced (298050.KS), Shandong Yuma Sun-shading Technology (300993.SZ).
Is Magnera expensive compared with its peers?
On forward p/e it trades at 9.8× against a peer median of 14.6×, 2nd cheapest of 11 in its peer set. For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +28%, so the hurdle is -25 pp: the price already allows for a slowdown.
How has Magnera stock performed?
Over six months to 6 Nov 2026 the shares returned +2.1% against -23.0% for the median peer; over one year +44.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.