0.33%
-31.33%
-26.33%
-15.42%
-53.15%
-33.89%
-58.11%
AI Spotlight on DV
Company Description
DoubleVerify Holdings, Inc.provides a software platform for digital media measurement, data, and analytics in the United States and internationally.Its solutions provide advertisers unbiased data analytics that enable advertisers to increase the effectiveness, quality and return on their digital advertising investments.
The company's solutions include DV Authentic Ad, a metric of digital media quality, which evaluates the existence of fraud, brand safety, viewability, and geography for each digital ad; DV Authentic Attention solution that provides exposure and engagement predictive analytics to drive campaign performance; and Custom Contextual solution, which allows advertisers to match their ads to relevant content to maximize user engagement and drive campaign performance.Its solutions also comprise DV Publisher suite, a solution for digital publishers to manage revenue and increase inventory yield by improving video delivery, identifying lost or unfilled sales, and aggregate data across all inventory sources; and DV Pinnacle, a service and analytics platform user interface that allows its customers to adjust and deploy controls for their media plan and track campaign performance metrics across channels, formats, and devices.The company's software solutions are integrated in the digital advertising ecosystem, including programmatic platforms, connected TV, social media channels, and digital publishers.
It serves brands, publishers, and other supply-side customers covering various industry verticals, including consumer packaged goods, financial services, telecommunications, technology, automotive, and healthcare.The company was founded in 2008 and is headquartered in New York, New York.
Market Data
| Last Price | 15.08 |
| Change Percentage | 0.33% |
| Open | 14.92 |
| Previous Close | 15.03 |
| Market Cap ( Millions) | 2503 |
| Volume | 2848441 |
| Year High | 35.57 |
| Year Low | 13.42 |
| M A 50 | 20.0 |
| M A 200 | 19.16 |
Financial Ratios
| FCF Yield | 5.29% |
| Dividend Yield | 0.00% |
| ROE | 5.09% |
| Debt / Equity | 8.46% |
| Net Debt / EBIDTA | -148.87% |
| Price To Book | 2.35 |
| Price Earnings Ratio | 45.29 |
| Price To FCF | 18.89 |
| Price To sales | 3.81 |
| EV / EBITDA | 17.04 |
News
- Mar -08 - DV Investors Have Opportunity to Join DoubleVerify Holdings, Inc. Fraud Investigation with the Schall Law Firm
- Feb -28 - Why DoubleVerify Stock Sank to an All-Time Low Today
- Feb -28 - DoubleVerify Holdings, Inc. (DV) Q4 2024 Earnings Call Transcript
- Feb -28 - DoubleVerify (DV) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
- Feb -27 - DoubleVerify Holdings (DV) Lags Q4 Earnings and Revenue Estimates
- Feb -27 - DoubleVerify Extends Industry-Leading Data Solutions to Supply-Side Platforms to Enable Superior Programmatic Decisioning and Curation
- Feb -24 - Ahead of DoubleVerify (DV) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
- Feb -18 - DoubleVerify Launches Content-Level Controls on Meta, Powering Media Quality and Advertising Effectiveness
- Jan -29 - Looking for a Growth Stock? 3 Reasons Why DoubleVerify (DV) is a Solid Choice
- Jan -13 - 3 Reasons Why DoubleVerify (DV) Is a Great Growth Stock
- Dec -17 - EDO and DoubleVerify Unveil First-of-its-Kind AI-Driven Optimization for CTV Advertising
- Dec -11 - INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against DoubleVerify Holdings, Inc. and Encourages Investors to Contact the Firm
- Dec -09 - DoubleVerify Launches Industry-Leading GenAI Protection to Safeguard Brands from Low-Quality, AI-Generated Content
- Dec -06 - DoubleVerify price target raised to $27 from $23 at Barclays
- Nov -12 - Surging Earnings Estimates Signal Upside for DoubleVerify (DV) Stock
- Nov -12 - DoubleVerify (DV) Upgraded to Buy: What Does It Mean for the Stock?
- Nov -11 - DV STOCK ALERT: Levi & Korsinsky Notifies DoubleVerify Holdings, Inc. Investors of an Ongoing Investigation
- Nov -08 - DoubleVerify to Participate in Upcoming Investor Conferences
- Nov -08 - DoubleVerify Holdings, Inc. Investigated by Shareholder Rights Advocates - Investors Should Contact Levi & Korsinsky Regarding Potential Securities Law Violations - DV
- Nov -07 - Levi & Korsinsky Investigates Possible Securities Fraud Violations by DoubleVerify Holdings, Inc. (DV)
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Activitation (Formerly Known as Advertiser - Programmactic)
Expected Growth : 14.37 %
What the company do ?
Activation (formerly Advertiser - Programmatic) from DoubleVerify Holdings, Inc. is a segment that targets users who have interacted with programmatic ads from specific advertisers.
Why we expect these perspectives ?
DoubleVerify's Activation (formerly Advertiser - Programmactic) growth of 14.37% is driven by increasing demand for brand safety and ad verification, expansion into new markets, and growing adoption of programmatic advertising. Additionally, the company's innovative solutions and partnerships with major platforms have contributed to its growth.
Segment nΒ°2 -> Measurement (Formerly Known as Advertiser - Direct)
Expected Growth : 14.37 %
What the company do ?
Measurement (formerly Advertiser-Direct) by DoubleVerify Holdings, Inc. helps brands ensure their digital ads are viewed by real people, not bots, and are displayed in brand-safe environments.
Why we expect these perspectives ?
DoubleVerify's Measurement segment, formerly known as Advertiser-Direct, grew 14.37% driven by increasing adoption of its verification and measurement solutions, expansion into new markets, and growing demand for brand safety and fraud protection. Additionally, the company's partnerships with major advertisers and agencies, as well as its innovative product offerings, contributed to this growth.
Segment nΒ°3 -> Supply-side Customer
Expected Growth : 13.93 %
What the company do ?
Supply-side Customer from DoubleVerify Holdings, Inc. refers to digital publishers and supply-side platforms that utilize DoubleVerify's solutions to optimize their ad inventory and maximize revenue.
Why we expect these perspectives ?
DoubleVerify Holdings' Supply-side Customer segment growth of 13.93% is driven by increasing adoption of digital advertising, rising demand for brand safety and fraud protection, and growing need for transparency and accountability in the digital media ecosystem.
Doubleverify Holdings, Inc. Products
| Product Range | What is it ? |
|---|---|
| Brand Safety and Suitability | A solution that helps advertisers to ensure their ads are displayed in a brand-safe and suitable environment, avoiding harmful or inappropriate content. |
| Viewability and Attention | A solution that measures the viewability and attention of digital ads, providing insights into how users interact with ads. |
| Fraud and Waste Detection | A solution that detects and prevents fraudulent activity in digital advertising, ensuring that advertisers' budgets are not wasted on invalid traffic. |
| Ad Placement and Contextual Targeting | A solution that enables advertisers to target specific contexts and placements for their ads, increasing relevance and effectiveness. |
| Custom and Advanced Analytics | A solution that provides custom and advanced analytics capabilities, enabling advertisers to gain deeper insights into their digital ad campaigns. |
DoubleVerify Holdings, Inc.'s Porter Forces
Threat Of Substitutes
DoubleVerify Holdings, Inc. operates in a niche market, providing digital media solutions, which reduces the threat of substitutes. However, the company faces competition from other digital media companies, which increases the threat of substitutes.
Bargaining Power Of Customers
DoubleVerify Holdings, Inc. has a diverse customer base, which reduces the bargaining power of customers. Additionally, the company's solutions are specialized, making it difficult for customers to switch to alternative providers.
Bargaining Power Of Suppliers
DoubleVerify Holdings, Inc. has a diversified supply chain, which reduces the bargaining power of suppliers. The company's suppliers are also relatively small, which further reduces their bargaining power.
Threat Of New Entrants
The digital media solutions market has high barriers to entry, including significant capital requirements and the need for specialized expertise. This reduces the threat of new entrants.
Intensity Of Rivalry
The digital media solutions market is moderately competitive, with several established players. However, DoubleVerify Holdings, Inc. has a strong market position and differentiated solutions, which reduces the intensity of rivalry.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 7.45% |
| Debt Cost | 3.95% |
| Equity Weight | 92.55% |
| Equity Cost | 9.49% |
| WACC | 9.08% |
| Leverage | 8.04% |
DoubleVerify Holdings, Inc. : Quality Control
DoubleVerify Holdings, Inc. passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| BILL | Bill.com Holdings, Inc. provides cloud-based software that simplifies, digitizes, and automates back-office financial operations for small and midsize businesses worldwide. The company provides software-as-a-service, cloud-based payments, and spend management products, β¦ |
| INTA | Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides industry-specific cloud-based software solutions for the professional and financial services industry in the United States, the United Kingdom, and internationally. Its β¦ |
| ASAN | Asana, Inc., together with its subsidiaries, operates a work management platform for individuals, team leads, and executives in the United States and internationally. The company's platform enables teams to orchestrate β¦ |
| INST | Instructure Holdings, Inc. provides cloud-based learning, assessment, development, and engagement systems worldwide. It offers Canvas Learning Management System that includes assessments, analytics, and learning content for K-12 and higher education β¦ |
| BLKB | Blackbaud, Inc. provides cloud software solutions to higher education institutions, KΒ12 schools, healthcare organizations, faith communities, arts and cultural organizations, foundations, companies, and individual change agents in the United States β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
Intapp
A-Score
1-Year Total Return ->
π₯
Instructure Holdings
A-Score
1-Year Total Return ->
π₯
DoubleVerify Holdings
A-Score
1-Year Total Return ->
4
Blackbaud
A-Score
1-Year Total Return ->
5
Bill.com
A-Score
1-Year Total Return ->
6
