COMPARE · Reviewed July 2, 2026
DV vs TMUS
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 77.5, TMUS scored 72.8 — DV ahead by 4.700000000000003.
DV
DoubleVerify Holdings, Inc.
77.5
$11.44
Score gap
4.700000000000003
DV leads
TMUS
T-Mobile US, Inc.
72.8
$177.52
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.
TMUST-Mobile US, Inc.
Why now
Telecom Services · market cap $192.1b. Down 32% from 52-week high of $261.56 — deep drawdown territory. PEG 0.66 — paying under fair value for the growth rate. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $259.08 (implying +46% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 173% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $192.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 2.19 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. 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.
Base grades (each contributes ~14.3% of base composite)
| DV | Component | TMUS |
|---|---|---|
| C65 | FCF | A-90 |
| B+85 | Rev | B80 |
| A-90 | D/E | C65 |
| C+70 | P/E or P/S | B80 |
| A-90 | PEG | A-90 |
| Supplemental signals · feed the score, not on the row card | ||
| A-90 | FCF Yield | A-90 |
| C+70 | ROE | B+85 |
| 81.1 | Base composite | 83.3 |
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
TMUS
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (86% buy/strong-buy)+2
covered yield (2.4% at 40% payout)+1
forward P/E cheaper (19 → 13)+1
DCF cross-check (avg upside 137%)+2
Total+7
DCF cross-check (per-share value vs. live price)
| DV upside | Horizon | TMUS upside |
|---|---|---|
| +27% | 1Y | +68% |
| +47% | 5Y | +120% |
| +82% | 10Y | +224% |
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.