COMPARE · Data as of August 13, 2026
DV vs LFTO
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 67.3, LFTO scored 72.0 — LFTO leads.
Compare another set
Different reporting periods. DV's fundamentals are as of June 2026, but LFTO'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.
67.3
$13.30 · $2.0B
fundamentals as of
Score gap
4.7
LFTO leads
LFTO
Liftoff Mobile, Inc.
72
$20.06 · $3.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
LFTO
68
Qualityreturns · margins · balance sheet
76
63
Growthrevenue & earnings expansion
94
72
Valuevaluation vs sector peers
76
LFTO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DV
LFTO
$161mC
FCF
$149mC
+7.6%B
Rev
+32.1%A
0.10A-
D/E
—
38.0xC
P/E
154.3xD
0.54A-
PEG
0.35A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
LFTO
33% below
Price vs fair valuelower is cheaper
3% below
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
+30%
1-yr DCF upside
-22%
+49%
5-yr DCF upside
+3%
+80%
10-yr DCF upside
+54%
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
LFTO
Why this score
- Short track record
The companies
DVDoubleVerify Holdings, Inc.
Why now
Advertising Agencies · market cap $2.0b. 19% off the 52-week high of $16.44. PEG 0.54 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $13.52 (implying +2% 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 38x 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.
LFTOLiftoff Mobile, Inc.
Why now
Advertising Agencies · market cap $3.4b. Down 33% from 52-week high of $30.10 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. PEG 0.35 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.46 (implying +77% 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 154.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.
Where DV and LFTO diverge
On the headline score the gap is 4.7 points in favour of LFTO. The widest single difference is Growth, where LFTO leads by 31.6 points.
- GrowthDV 62.6 · LFTO 94.2LFTO +31.6
- QualityDV 67.8 · LFTO 76.3LFTO +8.5
- ValueDV 71.8 · LFTO 75.7LFTO +3.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.