DoubleVerify Holdings Inc (DV)vsAlphabet Inc Class C (GOOG)
DV
DoubleVerify Holdings Inc
$13.41
+0.30%
COMMUNICATION SERVICES · Cap: $2.07B
GOOG
Alphabet Inc Class C
$335.45
+1.53%
COMMUNICATION SERVICES · Cap: $4.10T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 57893% more annual revenue ($445.87B vs $768.82M). GOOG leads profitability with a 54.8% profit margin vs 7.7%. DV appears more attractively valued with a PEG of 0.54. GOOG earns a higher WallStSmart Score of 75/100 (B).
DV
Buy63
out of 100
Grade: C+
GOOG
Strong Buy75
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
+29.4%
Fair Value
$474.89
Current Price
$335.45
$139.44 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
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
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
Negative free cash flow — burning cash
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 : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
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 1.23 — expect wider price swings.
GOOG is growing revenue faster at 24.2% — sustainability is the question.
DV generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 63/100), backed by strong 54.8% margins and 24.2% 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 →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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