DoubleVerify Holdings Inc (DV)vsMagnite Inc (MGNI)
DV
DoubleVerify Holdings Inc
$13.41
+0.30%
COMMUNICATION SERVICES · Cap: $2.07B
MGNI
Magnite Inc
$23.77
+0.93%
COMMUNICATION SERVICES · Cap: $3.38B
Smart Verdict
WallStSmart Research — data-driven comparison
DoubleVerify Holdings Inc generates 4% more annual revenue ($768.82M vs $742.04M). MGNI leads profitability with a 22.5% profit margin vs 7.7%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 72/100 (B).
DV
Buy63
out of 100
Grade: C+
MGNI
Strong Buy72
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
+58.7%
Fair Value
$28.58
Current Price
$23.77
$4.81 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
Growing faster than its price suggests
Earnings expanding 65.3% YoY
Keeps 23 of every $100 in revenue as profit
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
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 : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.5% and operating margin at 16.2%. Revenue growth of 11.2% demonstrates continued momentum.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : MGNI
The primary concerns for MGNI are Altman Z-Score.
Key Dynamics to Monitor
DV profiles as a value stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.29 — expect wider price swings.
MGNI is growing revenue faster at 11.2% — sustainability is the question.
MGNI generates stronger free cash flow (178M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (72/100 vs 63/100), backed by strong 22.5% margins and 11.2% 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 →Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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