DoubleVerify Holdings Inc (DV)vsTrade Desk Inc (TTD)
DV
DoubleVerify Holdings Inc
$10.05
+0.10%
COMMUNICATION SERVICES · Cap: $1.63B
TTD
Trade Desk Inc
$24.11
+2.55%
COMMUNICATION SERVICES · Cap: $11.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 287% more annual revenue ($2.90B vs $748.29M). TTD leads profitability with a 15.3% profit margin vs 6.8%. DV appears more attractively valued with a PEG of 0.65. TTD earns a higher WallStSmart Score of 72/100 (B).
DV
Buy64
out of 100
Grade: C+
TTD
Strong Buy72
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
-60.9%
Fair Value
$16.92
Current Price
$24.11
$7.19 premium
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
Strong operational efficiency at 30.3%
Growing faster than its price suggests
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
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
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 : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
DV profiles as a value stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.19 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 64/100), backed by strong 15.3% margins and 14.3% revenue growth. 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 →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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