Verve Group (VRV) Fair Value & Analysis
Technology · DE · Market cap €283M
Fair value as of: Jul 12, 2026
From 15 valuation models · updated 29 days ago
Fair value updated Jul 12, 2026, revised from €1.08 to €0.1800 (−83.3%) since Jun 24, 2026. Share price −3.6% over the past month.
Below-average quality, and screening another 87% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (€0.2300). The favourable scenario is already priced in.
- Weak quality (27/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range €0.7800 – €6.47 · fair‑value band €0.1300 – €0.2300 · the €1.36 price screens above the €0.1800 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.
Analysis
Verve Group (VRV) currently trades at €1.36, while our model-based Fair Value estimate is €0.1800, implying the stock looks roughly 86.8% overvalued today. The Quality Score stands at 27/100 (below-average quality), in the Technology 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: medium).
Over the trailing twelve months, Verve Group generated revenue of €610M at a net margin of -0.4%. Revenue grew 27.1% year over year. It earns a return on equity of -0.6%. Net debt stands at €492M. Fundamentals as of Jul 12, 2026
Our scenario range runs from €0.1300 (bear case) to €0.2300 (bull case); at €1.36, 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 share trades about 59% below its 52-week high and 23% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at -87%, VRV 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 15 models by family
Widest divergence: Asset-Based (€1.41) versus DCF Models (€0.0200). Highest evidence: ROIC Compounder (72).
Notify me when VRV reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 28 · Market factors (momentum, volatility) 24
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
Verve Group SE, a digital media company, engages in the provision of ad-software solutions in North America and Europe. It operates in two segments, Demand Side Platforms (DSP) and Supply Side Platforms (SSP).
Full company description
Verve Group SE, a digital media company, engages in the provision of ad-software solutions in North America and Europe. It operates in two segments, Demand Side Platforms (DSP) and Supply Side Platforms (SSP). The DSP segment enables advertisers to create, manage, and optimize data-driven digital advertising campaigns across all relevant ad formats and channels, and devices. This segment also offers advertising services, managing campaigns for advertisers or charges a usage-based fee for the use of the self-serve DSP platform; and products, including ATOM or Moments.AI, and Verve's platform for value-added services which provide targeting solutions to advertisers. The SSP segment helps third-party publishers and its own games studios to monetize their ad inventory/ad spaces while keeping full control over it. This segment also includes its own games studios which provide first-party data and in-game advertising spaces, as well as in game items and subscriptions; and is also involved in buying ad inventory directly from the publisher and selling it to demand side platforms. The company was formerly known as MGI - Media and Games Invest SE and changed its name to Verve Group SE in June 2024. Verve Group SE was founded in 2000 and is based in Stockholm, Sweden.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Verve Group reported revenue of €562M in FY2025 versus €253M in FY2021, a compound +22.1%/yr. Reported net income was €709K in FY2025, compounding −54.2%/yr from FY2021.
VRV screens 87% overvalued. Compare with SAP SE →
Peer Group
Software - Application · 709 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 Software - Application 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.
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 Software - Application stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SAP SE SAPS | C$12.69 | C$16.26 | +28% |
| Shopify Inc SHOP | C$173.23 | C$20.54 | -88% |
| Uber Technologies, Inc UBER | $72.67 | $51.11 | -30% |
| Salesforce, Inc CRM | $170.77 | $182.10 | +7% |
| ServiceNow, Inc NOW | $107.71 | $33.12 | -69% |
| Cadence Design Systems, Inc CDNS | $384.17 | $80.41 | -79% |
| Snowflake Inc SNOW | $271.87 | $34.04 | -87% |
| Adobe Inc ADBE | $230.61 | $379.48 | +65% |
| Automatic Data Processing, Inc ADP | $241.92 | $177.51 | -27% |
| Intuit Inc INTU | $291.09 | $258.69 | -11% |
Compare Verve Group with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Frequently asked questions
Is Verve Group (VRV) overvalued or undervalued?
What is the fair value of VRV?
What is the quality score of VRV?
What is the revenue of Verve Group (VRV)?
What is the net profit margin of VRV?
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.
Track Verve Group and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.