COMPARE · Reviewed August 3, 2026
DV vs LFTO
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 76.4, LFTO scored 48.2 — DV leads.
Compare another set
DV
DoubleVerify Holdings, Inc.
76.4
$11.84 · $1.8B
fundamentals as of
Score gap
28.2
DV leads
LFTO
Liftoff Mobile, Inc.
48.2
$25.74 · $4.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
LFTO
66
Qualityreturns · margins · balance sheet
76
87
Growthrevenue & earnings expansion
100
78
Valuevaluation vs sector peers
15
LFTO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DV
LFTO
$135mC
FCF
$149mC
+12.2%B+
Rev
+32.1%A
0.09A-
D/E
—
34.8xC+
P/E
198.0xD
0.69A-
PEG
5.38D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
LFTO
31% below
Price vs fair valuelower is cheaper
25% above
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~20%/yr
+24%
1-yr DCF upside
-39%
+44%
5-yr DCF upside
-20%
+78%
10-yr DCF upside
+20%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DV
Why this score
- Buying back stock
LFTO
Why this score
- Short track record
The companies
DVDoubleVerify Holdings, Inc.
Why now
Advertising Agencies · market cap $1.8b. Down 30% from 52-week high of $16.82 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. PEG 0.69 — paying under fair value for the growth rate. 15 sell-side analysts publish a mean 1-yr target of $13.07 (implying +10% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Ad-spending cyclicality — marketing budgets are among the first cut in any recession and the last restored; the business levers higher in the bull but lower in the bear than the headline economy.
LFTOLiftoff Mobile, Inc.
Why now
Advertising Agencies · market cap $4.4b. 14% off the 52-week high of $30.10. Revenue growing +32% — in hypergrowth territory. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.46 (implying +38% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 198.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Net margin 3.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. Ad-spending cyclicality — marketing budgets are among the first cut in any recession and the last restored; the business levers higher in the bull but lower in the bear than the headline economy.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.