DoubleVerify Holdings Inc (DV)vsMagnite Inc (MGNI)
DV
DoubleVerify Holdings Inc
$10.05
+0.10%
COMMUNICATION SERVICES · Cap: $1.63B
MGNI
Magnite Inc
$12.38
-0.88%
COMMUNICATION SERVICES · Cap: $1.79B
Smart Verdict
WallStSmart Research — data-driven comparison
DoubleVerify Holdings Inc generates 5% more annual revenue ($748.29M vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 6.8%. MGNI trades at a lower P/E of 13.0x. MGNI earns a higher WallStSmart Score of 68/100 (B-).
DV
Buy64
out of 100
Grade: C+
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.6%
Fair Value
$14.04
Current Price
$10.05
$3.99 discount
Margin of Safety
+73.5%
Fair Value
$44.46
Current Price
$12.38
$32.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Earnings expanding 31.1% YoY
Earnings expanding 230.0% YoY
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.4%
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
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : DV
The strongest argument for DV centers on Price/Book, Debt/Equity, Altman Z-Score. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : MGNI
The strongest argument for MGNI centers on EPS Growth, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.3% and operating margin at 25.4%.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap.
Key Dynamics to Monitor
DV profiles as a value stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.40 — expect wider price swings.
DV is growing revenue faster at 7.9% — sustainability is the question.
MGNI generates stronger free cash flow (103M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (68/100 vs 64/100), backed by strong 20.3% margins. DV offers better value entry with a 31.6% 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 →Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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