Magnera Corporation Common Stock (MAGN)

FairStock Score: 43/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Magnera as a Graham-style asset bargain with a Buffett-style warning about quality. It makes nonwoven products - medical garments, wipes, diapers, filters - so demand is tied to everyday healthcare and personal care, not fashions. The scale is real: in FY2025, the year ended 2025-09-27, revenue was $3.2B, up from $2.2B in FY2024. But size has not meant profitability. FY2025 net income was -$159M and diluted EPS -$4.47; FY2024 lost $154M; FY2022 lost $194.2M. The losses continue in fiscal 2026: fiscal Q1 ended 2025-12-27 lost $34M; fiscal Q2 ended 2026-03-28 lost $18M; fiscal Q3 ended 2026-06-27 lost $20M on $857M revenue. At the 2026-10-13 close of $11.09, FairStock calculates P/B 0.39, negative P/E -2.48, ROE -10.43%, ROCE 2.27%, debt-to-equity 1.93, and Altman Z 0.53. The Piotroski F-Score of 8/9 suggests some accounting improvement, but the balance sheet is stretched. FairStock scores it 43/100 and classifies it as a TURNAROUND because the latest year showed a loss after earlier profits. The low price-to-book may attract asset-focused investors, yet EV/EBITDA of 14.10 is not obviously cheap for a business earning subpar returns. I would need evidence that revenue converts into durable profit, debt falls, and ROCE exceeds the cost of capital before calling this a sound long-term compounder.

In plain English: Magnera makes everyday nonwoven products such as medical garments, wipes, diapers and filters. The business is large by sales but is losing money, carries a lot of debt, and earns weak returns; the stock price is low compared with its accounting book value, but profits are negative. So it looks cheap on assets, yet uncertain because there is no steady profit.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-27) · fiscal Q2 2026 10-Q (period ended 2026-03-28) · fiscal Q1 2026 10-Q (period ended 2025-12-27) · fiscal Q3 2025 10-Q (period ended 2025-06-28) · FY2025 10-K (period ended 2025-09-27) · FY2024 10-K (period ended 2024-09-28) · FY2022 10-K (period ended 2022-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer