COMPARE · Reviewed July 2, 2026
DV vs META
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 77.5, META scored 82.2 — META ahead by 4.700000000000003.
DV
DoubleVerify Holdings, Inc.
77.5
$11.44
Score gap
4.700000000000003
META leads
META
Meta Platforms, Inc.
82.2
$582.90
The companies
DVDoubleVerify Holdings, Inc.
Why now
Advertising Agencies · market cap $1.8b. Down 32% from 52-week high of $16.82 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. PEG 0.66 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $12.88 (implying +13% 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
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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.
METAMeta Platforms, Inc.
Why now
Internet Content & Information · market cap $1.5T. Down 27% from 52-week high of $796.25 — deep drawdown territory. Revenue growing +22%, comfortably above the S&P median. PEG 0.81 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $828.13 (implying +42% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.5T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Base grades (each contributes ~14.3% of base composite)
| DV | Component | META |
|---|---|---|
| C65 | FCF | A95 |
| B+85 | Rev | A-90 |
| A-90 | D/E | B+85 |
| C+70 | P/E or P/S | B80 |
| A-90 | PEG | B+85 |
| Supplemental signals · feed the score, not on the row card | ||
| A-90 | FCF Yield | B80 |
| C+70 | ROE | A-90 |
| 81.1 | Base composite | 85.9 |
Adjustments (signed deltas applied on top of base)
DV
GARP sweet spot (PEG <1, positive FCF)+1
insider cluster buying (net +45.8%, 22 txns)+2
DCF cross-check (avg upside 52%)+1
Total+4
META
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (90% buy/strong-buy)+2
DCF cross-check (avg upside -50%)-1
Total+2
DCF cross-check (per-share value vs. live price)
| DV upside | Horizon | META upside |
|---|---|---|
| +27% | 1Y | -56% |
| +47% | 5Y | -51% |
| +82% | 10Y | -42% |
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.