COMPARE · Reviewed July 2, 2026
DV vs NFLX
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 77.5, NFLX scored 78.8 — NFLX ahead by 1.2999999999999972.
DV
DoubleVerify Holdings, Inc.
77.5
$11.44
Score gap
1.2999999999999972
NFLX leads
NFLX
Netflix, Inc.
78.8
$77.65
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.
NFLXNetflix, Inc.
Why now
Entertainment · market cap $327.0b. Down 40% from 52-week high of $130.23 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. 44 sell-side analysts rate this a Buy with a mean 1-yr target of $114.15 (implying +47% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 43% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $327.0b 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
Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.49 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Base grades (each contributes ~14.3% of base composite)
| DV | Component | NFLX |
|---|---|---|
| C65 | FCF | A-90 |
| B+85 | Rev | B+85 |
| A-90 | D/E | B80 |
| C+70 | P/E or P/S | B80 |
| A-90 | PEG | B80 |
| Supplemental signals · feed the score, not on the row card | ||
| A-90 | FCF Yield | B80 |
| C+70 | ROE | A95 |
| 81.1 | Base composite | 83.8 |
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
NFLX
analyst consensus bullish (74% buy/strong-buy)+2
insider net buying (net +3.5%)+1
DCF cross-check (avg upside -57%)-2
Total+1
DCF cross-check (per-share value vs. live price)
| DV upside | Horizon | NFLX upside |
|---|---|---|
| +27% | 1Y | -60% |
| +47% | 5Y | -58% |
| +82% | 10Y | -55% |
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.