COMPARE · Data as of August 21, 2026
DV vs OMC
Verdict: Side-by-side breakdown using the Bull Rankings model. DV scored 67.4, OMC scored 41.8 — DV leads.
Compare another set
Different reporting periods. DV's fundamentals are as of June 2026, but OMC'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.
67.4
$13.31 · $2.1B
fundamentals as of
Score gap
25.6
DV leads
OMC
Omnicom Group Inc.
41.8
$87.54 · $24.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthOMC+25.9%
- Strongest balance sheetDV0.10
- Highest qualityDV68 / 100
- Largest discount to fair valueOMC-69%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
DV
stronger →← stronger
OMC
68
Qualityreturns · margins · balance sheet
44
63
Growthrevenue & earnings expansion
77
72
Valuevaluation vs sector peers
22
DV is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DV
OMC
$161mC
FCF
$3.0bB
+7.6%B
Rev
+25.9%A-
0.10A-
D/E
1.08C+
38.0xC
P/E
—
0.54A-
PEG
15.97D
—
P/S
1.2xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DV
OMC
32% below
Price vs fair valuelower is cheaper
69% below
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-17%/yr
+29%
1-yr DCF upside
+176%
+47%
5-yr DCF upside
+217%
+78%
10-yr DCF upside
+291%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
OMC
Why this score
- Raising its dividend
- Diluting shareholders
The companies
DVDoubleVerify Holdings, Inc.
Why now
Advertising Agencies · market cap $2.1b. 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.
OMCOmnicom Group Inc.
Why now
Advertising Agencies · market cap $24.0b. Trading near 52-week high of $88.55 — momentum setup, limited technical margin of safety. Revenue growing +26% — in hypergrowth territory. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $102.08 (implying +17% 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
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Net margin 0.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 1% 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.
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 OMC diverge
On the headline score the gap is 25.6 points in favor of DV. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueDV 72.3 · OMC 21.6DV +50.7
- QualityDV 67.8 · OMC 43.7DV +24.1
- GrowthDV 62.6 · OMC 77.4OMC +14.8
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.