DoubleVerify Holdings Inc (DV)vsMagnite Inc (MGNI)
DV
DoubleVerify Holdings Inc
$11.52
+2.40%
COMMUNICATION SERVICES · Cap: $1.77B
MGNI
Magnite Inc
$19.73
+0.15%
COMMUNICATION SERVICES · Cap: $2.72B
Smart Verdict
WallStSmart Research — data-driven comparison
DoubleVerify Holdings Inc generates 6% more annual revenue ($764.05M vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 7.2%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 70/100 (B-).
DV
Buy62
out of 100
Grade: C+
MGNI
Strong Buy70
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
+57.9%
Fair Value
$28.02
Current Price
$19.73
$8.29 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
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Keeps 22 of every $100 in revenue as profit
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
Operating margin of 4.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 4.7%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bear Case : DV
The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.
Bear Case : MGNI
The primary concerns for MGNI are Operating Margin, Free Cash Flow, 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 2.25 — expect wider price swings.
DV is growing revenue faster at 9.6% — sustainability is the question.
DV generates stronger free cash flow (-6M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (70/100 vs 62/100), backed by strong 22.0% margins. 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 →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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