COMPARE · Reviewed July 16, 2026
DV vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 76.0, YELP scored 80.5 — YELP leads.
Compare another set
DV
DoubleVerify Holdings, Inc.
76
$11.80 · $1.8B
Score gap
4.5
YELP leads
YELP
Yelp Inc.
80.5
$27.39 · $1.5B
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
YELP
66
Qualityreturns · margins · balance sheet
88
87
Growthrevenue & earnings expansion
66
77
Valuevaluation vs sector peers
90
YELP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DV
YELP
$135mC
FCF
$281mC
+12.2%B+
Rev
+2.1%C
0.09A-
D/E
0.25A-
35.8xC+
P/E
12.6xA-
0.71A-
PEG
0.57A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
YELP
31% below
Price vs fair valuelower is cheaper
71% below
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
+25%
1-yr DCF upside
+202%
+45%
5-yr DCF upside
+244%
+80%
10-yr DCF upside
+314%
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
YELP
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 0.71 — 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 +11% 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 36x 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.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.5b. Down 23% from 52-week high of $35.39 — deep drawdown territory. PEG 0.57 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $26.71 (implying -2% upside).
Moat
ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.