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Magnera Corp (MAGN) Stock Fundamental Analysis & AI Rating 2026

MAGN NYSE Paper Mills PA CIK: 0000041719
Updated This Month • Analysis: Apr 1, 2026 • SEC Data: 2025-12-27
Combined AI Rating
SELL
88% Confidence
AGREEMENT
STRONG SELL
92% Conf
SELL
84% Conf

📊 MAGN Key Takeaways

Revenue: $792.0M
Net Margin: -4.3%
Free Cash Flow: $-13.0M
Current Ratio: 2.46x
Debt/Equity: 1.86x
EPS: $-0.95
AI Rating: STRONG SELL with 92% confidence
Magnera Corp (MAGN) receives a SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $792.0M, net profit margin of -4.3%, and return on equity (ROE) of -3.3%, Magnera Corp demonstrates mixed fundamentals in the Materials sector. Below is our complete MAGN stock analysis for 2026.

Is Magnera Corp (MAGN) a Good Investment?

Claude

Magnera Corp exhibits severe fundamental deterioration masked by top-line revenue growth. Despite 46.5% YoY revenue increase, the company is unprofitable with negative net income of -34.0M, negative free cash flow of -13.0M, and critically weak interest coverage of 0.8x indicating potential debt service distress. The combination of collapsing profitability margins, negative returns on equity and assets, and negative operating cash flow suggests the revenue growth is not translating to value creation.

ChatGPT

Magnera shows strong top-line growth, but the quality of that growth is weak because profitability remains thin to negative and cash generation is barely positive before capital spending. The balance sheet still has workable liquidity, but high leverage and sub-1x interest coverage create meaningful financial risk if margins do not improve quickly.

Why Buy Magnera Corp Stock? MAGN Key Strengths

Claude
  • + Strong revenue growth of 46.5% YoY demonstrates market demand or successful sales expansion
  • + Solid liquidity position with current ratio of 2.46x and quick ratio of 1.60x indicating short-term solvency
  • + Adequate cash reserves of 264.0M providing near-term operational cushion
ChatGPT
  • + Revenue grew 46.5% year over year, indicating strong demand or acquisition-driven scale expansion
  • + Liquidity is solid with a 2.46x current ratio, 1.60x quick ratio, and $264.00M of cash
  • + Gross profit remains positive at $106.78M, providing a base for potential operating leverage if costs improve

MAGN Stock Risks: Magnera Corp Investment Risks

Claude
  • ! Critical interest coverage ratio of 0.8x indicates insufficient operating income to service debt obligations and high default risk
  • ! Persistent negative profitability with -4.3% net margin and negative ROE/ROA of -3.3%/-0.9% showing value destruction
  • ! Negative free cash flow of -13.0M despite positive operating cash flow of 2.0M indicates capital expenditures exceed cash generation capacity
  • ! Extremely high leverage with debt-to-equity ratio of 1.86x and 1.9B in long-term debt creates financial fragility
  • ! Declining net loss improvement trajectory with diluted EPS deteriorating despite modest 7.6% improvement, suggesting fundamental problems
ChatGPT
  • ! Net income is still negative and net margin is -4.3%, showing the business is not yet generating sustainable earnings
  • ! Interest coverage is only 0.8x, which suggests operating income is insufficient to comfortably service debt
  • ! Free cash flow is negative at -$13.00M and operating cash flow is only $2.00M, limiting financial flexibility

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - critical indicator of debt sustainability
  • * Operating cash flow and free cash flow conversion - essential to validate whether revenue growth translates to cash generation
  • * Gross margin stability - monitor if 13.5% margin holds amid revenue expansion
  • * Long-term debt levels and refinancing needs - assess covenant compliance and refinancing risk
  • * Return on equity trajectory - must return to positive territory for fundamental viability
ChatGPT
  • * Operating margin and interest coverage
  • * Operating cash flow and free cash flow

Magnera Corp (MAGN) Financial Metrics & Key Ratios

Revenue
$792.0M
Net Income
$-34.0M
EPS (Diluted)
$-0.95
Free Cash Flow
$-13.0M
Total Assets
$3.9B
Cash Position
$264.0M

💡 AI Analyst Insight

Strong liquidity with a 2.46x current ratio provides a solid financial cushion.

MAGN Profit Margin, ROE & Profitability Analysis

Gross Margin 13.5%
Operating Margin 1.8%
Net Margin -4.3%
ROE -3.3%
ROA -0.9%
FCF Margin -1.6%

MAGN vs Materials Sector: How Magnera Corp Compares

How Magnera Corp compares to Materials sector averages

Net Margin
MAGN -4.3%
vs
Sector Avg 10.0%
MAGN Sector
ROE
MAGN -3.3%
vs
Sector Avg 14.0%
MAGN Sector
Current Ratio
MAGN 2.5x
vs
Sector Avg 1.6x
MAGN Sector
Debt/Equity
MAGN 1.9x
vs
Sector Avg 0.6x
MAGN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Magnera Corp Stock Overvalued? MAGN Valuation Analysis 2026

Based on fundamental analysis, Magnera Corp shows some fundamental concerns relative to the Materials sector in 2026.

Return on Equity
-3.3%
Sector avg: 14%
Net Profit Margin
-4.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.86x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Magnera Corp Balance Sheet: MAGN Debt, Cash & Liquidity

Current Ratio
2.46x
Quick Ratio
1.60x
Debt/Equity
1.86x
Debt/Assets
73.3%
Interest Coverage
0.79x
Long-term Debt
$1.9B

MAGN Revenue & Earnings Growth: 5-Year Financial Trend

MAGN 5-year financial data: Year 2025: Revenue $3.2B, Net Income $38.0M, EPS $1.19.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Magnera Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.19 reflects profitable operations.

MAGN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1.6%
Free cash flow / Revenue

MAGN Quarterly Earnings & Performance

Quarterly financial performance data for Magnera Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $702.0M -$34.0M $-0.95
Q1 2018 $390.7M $5.7M $0.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Magnera Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.0M
Cash generated from operations
Stock Buybacks
$12.2M
Shares repurchased (TTM)
Capital Expenditures
$15.0M
Investment in assets
Dividends
None
No dividend program

MAGN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Magnera Corp (CIK: 0000041719)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 8-K magn-20260309.htm View →
Mar 10, 2026 4 xslF345X05/form4.xml View →
Mar 10, 2026 4 xslF345X05/form4.xml View →
Mar 10, 2026 4 xslF345X05/form4.xml View →
Mar 10, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about MAGN

What is the AI rating for MAGN?

Magnera Corp (MAGN) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 88% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MAGN's key strengths?

Claude: Strong revenue growth of 46.5% YoY demonstrates market demand or successful sales expansion. Solid liquidity position with current ratio of 2.46x and quick ratio of 1.60x indicating short-term solvency. ChatGPT: Revenue grew 46.5% year over year, indicating strong demand or acquisition-driven scale expansion. Liquidity is solid with a 2.46x current ratio, 1.60x quick ratio, and $264.00M of cash.

What are the risks of investing in MAGN?

Claude: Critical interest coverage ratio of 0.8x indicates insufficient operating income to service debt obligations and high default risk. Persistent negative profitability with -4.3% net margin and negative ROE/ROA of -3.3%/-0.9% showing value destruction. ChatGPT: Net income is still negative and net margin is -4.3%, showing the business is not yet generating sustainable earnings. Interest coverage is only 0.8x, which suggests operating income is insufficient to comfortably service debt.

What is MAGN's revenue and growth?

Magnera Corp reported revenue of $792.0M.

Does MAGN pay dividends?

Magnera Corp does not currently pay dividends.

Where can I find MAGN SEC filings?

Official SEC filings for Magnera Corp (CIK: 0000041719) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MAGN's EPS?

Magnera Corp has a diluted EPS of $-0.95.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MAGN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Magnera Corp has a SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MAGN stock overvalued or undervalued?

Valuation metrics for MAGN: ROE of -3.3% (sector avg: 14%), net margin of -4.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy MAGN stock in 2026?

Our dual AI analysis gives Magnera Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MAGN's free cash flow?

Magnera Corp's operating cash flow is $2.0M, with capital expenditures of $15.0M. FCF margin is -1.6%.

How does MAGN compare to other Materials stocks?

Vs Materials sector averages: Net margin -4.3% (avg: 10%), ROE -3.3% (avg: 14%), current ratio 2.46 (avg: 1.6).

Is Magnera Corp carrying too much debt?

MAGN has a debt-to-equity ratio of 1.86x, which is above the Materials sector average of 0.6x. However, the current ratio of 2.46 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 1, 2026 | Data as of: 2025-12-27 | Powered by Claude AI