DoubleVerify Holdings Inc (DV)vsOmnicom Group Inc (OMC)
DV
DoubleVerify Holdings Inc
$13.41
+0.30%
COMMUNICATION SERVICES · Cap: $2.07B
OMC
Omnicom Group Inc
$79.01
-0.55%
COMMUNICATION SERVICES · Cap: $22.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 2810% more annual revenue ($22.37B vs $768.82M). DV leads profitability with a 7.7% profit margin vs 1.7%. DV appears more attractively valued with a PEG of 0.54. OMC earns a higher WallStSmart Score of 67/100 (B-).
DV
Buy63
out of 100
Grade: C+
OMC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.2%
Fair Value
$27.65
Current Price
$13.41
$14.24 discount
Margin of Safety
+19.0%
Fair Value
$85.56
Current Price
$79.01
$6.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 63.4% year-over-year
Earnings expanding 58.8% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
2.5% revenue growth
ROE of 5.1% — below average capital efficiency
7.7% margin — thin
ROE of 3.9% — below average capital efficiency
1.7% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DV
The strongest argument for DV centers on EPS Growth, Altman Z-Score, Debt/Equity. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bull Case : OMC
The strongest argument for OMC centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 63.4% demonstrates continued momentum.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. A P/E of 219.3x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
DV profiles as a value stock while OMC is a hypergrowth play — different risk/reward profiles.
DV carries more volatility with a beta of 1.00 — expect wider price swings.
OMC is growing revenue faster at 63.4% — sustainability is the question.
DV generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
OMC scores higher overall (67/100 vs 63/100) and 63.4% revenue growth. DV offers better value entry with a 65.2% 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 →Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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