D/E 0.09 — less debt than most Communication Services peers (≈25th pctile)
P/E33.5xC+
P/E 33.5 — above the Communication Services median (≈75th pctile)
PEG0.71A-
PEG 0.71 — strong; Lynch's preferred zone
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 77.1
Quality0.66
Growth0.90
Value0.78
Why this score
Buying back stock
Entry · Margin of safety
52-week rangeMid-range
30% off the 12-month high
vs DCF fair value32% belowest. fair value ~$17
Quality signals · context only
Gross profitability49% · A-gross profit ÷ total assets (Novy-Marx)
ROIC6.3% · C+return on invested capital — not score-weighted
Why now
DoubleVerify is a compelling growth compounder, trading at a discount despite its critical role in digital advertising effectiveness. With a remarkably low 0.71 PEG ratio and a P/S of just 2.2, the market undervalues its ability to generate $135m in TTM free cash flow from core offerings like DV Authentic Ad and Scibids AI. The thesis rests on the enduring demand for transparent, verifiable, and optimized digital ad spend, which DV directly addresses.
Moat
DoubleVerify's moat stems from its deeply integrated media effectiveness platforms, such as DV Authentic Ad and DV Authentic Attention, which are critical for advertisers to ensure digital media quality and campaign performance. These solutions become embedded in client workflows, creating high switching costs as advertisers rely on DV's data for fraud prevention, brand suitability, and viewability, which is difficult for competitors to quickly replicate or dislodge.
Risk
The primary bear case for DoubleVerify centers on intense competition within the Advertising Agencies sector and potential deceleration in digital ad spending. Despite a healthy 13.9% revenue growth, DV's relatively thin 7.2% profit margin could be squeezed by rivals offering similar Custom Contextual or Scibids AI solutions, or by advertisers cutting budgets. A significant and sustained drop in revenue growth below current levels, indicating market saturation or competitive erosion, would confirm the bear thesis.
Horizon
1-3 yr $12.88 (16-analyst consensus) — fundamentals + valuation re-rating. 5 yr $18.85 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $27.96 if current growth sustains into durable earnings power.
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.
Position sizing · DV
$
%
%
Shares to buy
170
Position size
$1,994
4.0% of portfolio
Stop price
$8.80
25% below $11.73
$ at risk if stopped
$498.53
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
DoubleVerify Holdings, Inc. (DV): score, valuation & FAQ
DoubleVerify Holdings, Inc. (DV) is a Advertising Agencies company that scores 77.1 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are D/E (A-), PEG (A-) and Rev (B+). On valuation, DV sits about 32% below our discounted-cash-flow fair value (a margin of safety).
Is DV a good stock to buy?
Bull Rankings scores DV 77.1 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by D/E (A-), PEG (A-) and Rev (B+). A score is a quantitative screen of DoubleVerify Holdings, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does DV score 77.1 on Bull Rankings?
The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). DV earns its highest marks on D/E (A-), PEG (A-) and Rev (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is DV overvalued or undervalued?
Based on $11.73, DV sits about 32% below our discounted-cash-flow fair value (a margin of safety). It trades at a 33.5x× P/E (graded C+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in DV?
The primary bear case for DoubleVerify centers on intense competition within the Advertising Agencies sector and potential deceleration in digital ad spending. Despite a healthy 13.9% revenue growth, DV's relatively thin 7.2% profit margin could be squeezed by rivals offering similar Custom Contextual or Scibids AI solutions, or by advertisers cutting budgets. A significant and sustained drop in revenue growth below current levels, indicating market saturation or competitive erosion, would confirm the bear thesis.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.