DoubleVerify Holdings Inc (DV)vsAlphabet Inc Class C (GOOG)
DV
DoubleVerify Holdings Inc
$11.52
+2.40%
COMMUNICATION SERVICES · Cap: $1.77B
GOOG
Alphabet Inc Class C
$333.68
-0.62%
COMMUNICATION SERVICES · Cap: $4.17T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 55197% more annual revenue ($422.50B vs $764.05M). GOOG leads profitability with a 37.9% profit margin vs 7.2%. DV appears more attractively valued with a PEG of 0.70. GOOG earns a higher WallStSmart Score of 75/100 (B).
DV
Buy62
out of 100
Grade: C+
GOOG
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.1%
Fair Value
$28.33
Current Price
$11.52
$16.81 discount
Margin of Safety
+27.3%
Fair Value
$449.28
Current Price
$333.68
$115.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 298.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
7.2% margin — thin
Moderate valuation
Trading at 8.4x book value
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DV
The strongest argument for DV centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.70 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 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.
Bear Case : GOOG
The primary concerns for GOOG are P/E Ratio, Price/Book, 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 1.25 — expect wider price swings.
GOOG is growing revenue faster at 21.8% — sustainability is the question.
DV generates stronger free cash flow (-6M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 62/100), backed by strong 37.9% margins and 21.8% revenue growth. DV offers better value entry with a 66.1% 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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