COMPARE · Reviewed July 11, 2026
DV vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 76.6, WMG scored 73.3 — DV leads.
Compare another set
DV
DoubleVerify Holdings, Inc.
76.6
$11.67 · $1.8B
Score gap
3.3
DV leads
WMG
Warner Music Group Corp.
73.3
$28.99 · $15.1B
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
WMG
65
Qualityreturns · margins · balance sheet
71
87
Growthrevenue & earnings expansion
76
79
Valuevaluation vs sector peers
73
DV is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DV
WMG
$135mC
FCF
$729mC+
+12.2%B+
Rev
+12.6%B+
0.09A-
D/E
5.08D
35.4xC+
P/E
34.5xC+
0.68A-
PEG
0.53A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
WMG
32% below
Price vs fair valuelower is cheaper
61% above
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~17%/yr
+27%
1-yr DCF upside
-40%
+47%
5-yr DCF upside
-38%
+82%
10-yr DCF upside
-34%
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
WMG
Why this score
- Raising its dividend
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 0.68 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $12.81 (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
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.
WMGWarner Music Group Corp.
Why now
Entertainment · market cap $15.1b. 18% off the 52-week high of $35.42. Revenue growing +13%, comfortably above the S&P median. PEG 0.53 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $38.12 (implying +31% upside).
Moat
ROE 61% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 161% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 5.08 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.