COMPARE · Reviewed August 3, 2026
DV vs MGNI
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 76.4, MGNI scored 68.7 — DV leads.
Compare another set
DV
DoubleVerify Holdings, Inc.
76.4
$11.84 · $1.8B
fundamentals as of
Score gap
7.7
DV leads
MGNI
Magnite, Inc.
68.7
$20.46 · $2.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
MGNI
66
Qualityreturns · margins · balance sheet
58
87
Growthrevenue & earnings expansion
80
78
Valuevaluation vs sector peers
70
DV is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DV
MGNI
$135mC
FCF
$47mC-
+12.2%B+
Rev
+7.1%B
0.09A-
D/E
0.47B+
34.8xC+
P/E
19.5xB
0.69A-
PEG
0.09A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
MGNI
31% below
Price vs fair valuelower is cheaper
499% above
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+24%
1-yr DCF upside
-85%
+44%
5-yr DCF upside
-83%
+78%
10-yr DCF upside
-81%
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
MGNI
No notable signals flagged.
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.
MGNIMagnite, Inc.
Why now
Advertising Agencies · market cap $2.9b. Down 23% from 52-week high of $26.65 — deep drawdown territory. PEG 0.09 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.40 (implying +9% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Beta 2.27 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Platform dependency — much of the addressable ad budget flows through Google, Meta, and Amazon; an algorithm change or pricing shift on the platform side resets the economics overnight.
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.