DoubleVerify Holdings Inc (DV)vsAlphabet Inc Class C (GOOG)
DV
DoubleVerify Holdings Inc
$10.96
+0.46%
COMMUNICATION SERVICES · Cap: $1.78B
GOOG
Alphabet Inc Class C
$381.94
+9.97%
COMMUNICATION SERVICES · Cap: $4.20T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 53734% more annual revenue ($402.84B vs $748.29M). GOOG leads profitability with a 32.8% profit margin vs 6.8%. DV appears more attractively valued with a PEG of 0.61. GOOG earns a higher WallStSmart Score of 69/100 (B-).
DV
Buy64
out of 100
Grade: C+
GOOG
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.2%
Fair Value
$24.77
Current Price
$10.96
$13.81 discount
Margin of Safety
+0.6%
Fair Value
$384.28
Current Price
$381.94
$2.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 31.1% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 24.6B in free cash flow
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 4.6% — below average capital efficiency
6.8% margin — thin
Expensive relative to growth rate
Moderate valuation
Trading at 11.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DV
The strongest argument for DV centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
DV profiles as a value stock while GOOG is a growth play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.13 — expect wider price swings.
GOOG is growing revenue faster at 18.0% — sustainability is the question.
GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (69/100 vs 64/100), backed by strong 32.8% margins and 18.0% revenue growth. DV offers better value entry with a 61.2% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
DoubleVerify Holdings Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
DoubleVerify Holdings, Inc. provides a software platform for digital media measurement, data, and analysis. The company is headquartered in New York, New York with additional locations at Berlin, Germany; Chicago, Illinois; Merelbeke, Belgium; Helsinki, Finland; London, United Kingdom; Los Angeles and San Francisco, California; Miguel Hidalgo, Mexico; Paris, France; So Paulo, Brazil; Singapore, Singapore; Sydney, Australia; Tel Aviv, Israel; and Tokyo, Japan.
Visit Website →Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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