DoubleVerify Holdings (DV) Fair Value & Analysis
Communication Services · US · Market cap $1.6B
DoubleVerify Holdings
DV · US
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from $7.75 to $6.60 (−14.8%) since Jun 24, 2026. Share price +17.9% over the past month.
A solid business, but screening 50% overvalued on our models.
What matters now
- A high-quality business (quality 73/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($8.25). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $8.61 – $47.06 · fair‑value band $5.21 – $8.25 · the $13.21 price screens above the $6.60 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
DoubleVerify Holdings (DV) currently trades at $13.21, while our model-based Fair Value estimate is $6.60, implying the stock looks roughly 50.0% overvalued today. The Quality Score stands at 73/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, DoubleVerify Holdings generated revenue of $764M at a net margin of 7.2%. Revenue grew 9.6% year over year. It earns a return on equity of 5.2%. The balance sheet holds a net cash position of $159M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $5.21 (bear case) to $8.25 (bull case); at $13.21, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 21% below its 52-week high and 73% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -1% fair-value upside, at -50%, DV screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($19.50) versus Dividend Discount ($0.5700). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 74 · Market factors (momentum, volatility) 44
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
DoubleVerify Holdings, Inc. provides media effectiveness platforms in the United States. The company offers DV Authentic Ad, a metric of digital media quality, which evaluates the existence of fraud, brand suitability, viewability and geography for each digital ad; DV Authentic Attention that provides data to drive campaign performance; Custom Contextual …
Full company description
DoubleVerify Holdings, Inc. provides media effectiveness platforms in the United States. The company offers DV Authentic Ad, a metric of digital media quality, which evaluates the existence of fraud, brand suitability, viewability and geography for each digital ad; DV Authentic Attention that provides data to drive campaign performance; Custom Contextual solution, which allows advertisers to match ads to relevant content to maximize user engagement and drive campaign performance; and Scibids AI, an AI-powered digital campaign optimization solution. It also provides Rockerbox, enables advertisers to unify cross-channel conversion and spend data and apply multi-touch attribution, marketing mix modeling, and incrementality testing to measure and optimize the impact of advertising; DV Authentic AdVantage, an AI-powered performance optimization solution for advertisers to improve campaign outcomes across proprietary video platforms; DV Publisher Suite, a unified solution for digital publishers to manage revenue and increase inventory yield, identifying lost or unfilled sales, and aggregate data across inventory sources; and DV Pinnacle which provides detailed insights into customers' media performance on both direct and programmatic media buying platforms and across all key digital media channels, formats, and devices. Its solutions are integrated across digital advertising ecosystem, including programmatic platforms, social media channels, and digital publishers. The company serves consumer packaged goods, financial services, telecommunications, technology, automotive, and healthcare industry verticals. The company was founded in 2008 and is headquartered in New York, New York.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
DoubleVerify Holdings reported revenue of $748M in FY2025 versus $333M in FY2021, a compound +22.5%/yr. Reported net income was $50.7M in FY2025, compounding +14.7%/yr from FY2021.
DV screens 50% overvalued. Compare with AppLovin Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- DoubleVerify Stock Jumps 13.1% on $2.15 Billion Nielsen Deal
- Nielsen buying DoubleVerify for $2.15 billion
- DoubleVerify Shares Rally After Nielsen Agrees to $2.15 Billion Takeover
- DoubleVerify Holdings (DV) Q2 Earnings and Revenues Miss Estimates
Peer Group
Advertising Agencies · 199 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Advertising Agencies median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| AppLovin Corporation APP | $506.98 | $181.37 | -64% |
| Publicis Groupe S.A PUB | €87.16 | €146.36 | +68% |
| Omnicom Group OMC | $80.75 | $99.84 | +24% |
| Focus Media Information Technology Co 002027 | ¥5.00 | ¥4.08 | -18% |
| The Trade Desk, Inc TTD | $19.37 | $20.76 | +7% |
| BlueFocus Intelligent Communications Group 300058 | ¥13.81 | ¥1.50 | -89% |
| JCDecaux SE DEC | €21.28 | €20.99 | -1% |
| WPP plc WPP | $18.13 | $18.56 | +2% |
| Easy Click Worldwide Network Technology Co 301171 | ¥28.85 | ¥5.62 | -81% |
| Mobvista Inc 1860 | HK$11.15 | HK$6.43 | -42% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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