COMPARE · Reviewed July 21, 2026
DV vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 76.4, TTD scored 85.1 — TTD leads.
Compare another set
DV
DoubleVerify Holdings, Inc.
76.4
$11.56 · $1.8B
Score gap
8.7
TTD leads
TTD
The Trade Desk, Inc.
85.1
$18.64 · $8.8B
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
TTD
66
Qualityreturns · margins · balance sheet
87
87
Growthrevenue & earnings expansion
93
78
Valuevaluation vs sector peers
76
TTD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DV
TTD
$135mC
FCF
$842mC+
+12.2%B+
Rev
+15.5%B+
0.09A-
D/E
0.17A-
35.0xC+
P/E
21.2xB
0.70A-
PEG
0.89B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
TTD
33% below
Price vs fair valuelower is cheaper
45% below
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
+28%
1-yr DCF upside
+54%
+49%
5-yr DCF upside
+82%
+84%
10-yr DCF upside
+131%
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
TTD
No notable signals flagged.
The companies
DVDoubleVerify Holdings, Inc.
Why now
Advertising Agencies · market cap $1.8b. Down 31% from 52-week high of $16.82 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. PEG 0.70 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $13.07 (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 31% 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.
TTDThe Trade Desk, Inc.
Why now
Advertising Agencies · market cap $8.8b. Down 80% from 52-week high of $91.45 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 30 sell-side analysts rate this a Hold with a mean 1-yr target of $24.32 (implying +30% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 195% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 80% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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