DoubleVerify Holdings Inc (DV)vsTrade Desk Inc (TTD)
DV
DoubleVerify Holdings Inc
$13.41
+0.30%
COMMUNICATION SERVICES · Cap: $2.07B
TTD
Trade Desk Inc
$14.34
+2.65%
COMMUNICATION SERVICES · Cap: $6.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 289% more annual revenue ($2.99B vs $768.82M). TTD leads profitability with a 13.6% profit margin vs 7.7%. DV appears more attractively valued with a PEG of 0.54. DV earns a higher WallStSmart Score of 63/100 (C+).
DV
Buy63
out of 100
Grade: C+
TTD
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.2%
Fair Value
$27.65
Current Price
$13.41
$14.24 discount
Intrinsic value data unavailable for TTD.
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
Conservative balance sheet, low leverage
Attractively priced relative to earnings
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
3.0% revenue growth
Earnings declined 23.6%
Distress zone — elevated risk
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 : TTD
The strongest argument for TTD centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
TTD carries more volatility with a beta of 1.00 — expect wider price swings.
TTD is growing revenue faster at 3.0% — sustainability is the question.
TTD generates stronger free cash flow (140M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DV scores higher overall (63/100 vs 55/100). Both earn "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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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