COMPARE · Reviewed August 3, 2026
DV vs STGW
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 76.4, STGW scored 58.2 — DV leads.
Compare another set
Different reporting periods. STGW's fundamentals are as of June 2026, but DV's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
DV
DoubleVerify Holdings, Inc.
76.4
$11.84 · $1.8B
fundamentals as of
Score gap
18.2
DV leads
STGW
Stagwell Inc.
58.2
$8.71 · $2.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
STGW
66
Qualityreturns · margins · balance sheet
51
87
Growthrevenue & earnings expansion
70
78
Valuevaluation vs sector peers
56
DV is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DV
STGW
$135mC
FCF
$253mC
+12.2%B+
Rev
+6.4%C+
0.09A-
D/E
2.41C
34.8xC+
P/E
145.2xD
0.69A-
PEG
0.41A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
STGW
31% below
Price vs fair valuelower is cheaper
45% below
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
+24%
1-yr DCF upside
+62%
+44%
5-yr DCF upside
+83%
+78%
10-yr DCF upside
+117%
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
STGW
Why this score
- Buying back stock
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.
STGWStagwell Inc.
Why now
Advertising Agencies · market cap $2.1b. Trading near 52-week high of $8.77 — momentum setup, limited technical margin of safety. PEG 0.41 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $9.71 (implying +12% 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
D/E 2.41 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 145.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
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.