WallStSmart

DoubleVerify Holdings Inc (DV)vsOmnicom Group Inc (OMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omnicom Group Inc generates 2495% more annual revenue ($19.82B vs $764.05M). DV leads profitability with a 7.2% profit margin vs 0.3%. DV appears more attractively valued with a PEG of 0.58. DV earns a higher WallStSmart Score of 64/100 (C+).

DV

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 5.0Value: 8.0Quality: 8.5
Piotroski: 3/9Altman Z: 4.47

OMC

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 5.0Value: 4.3Quality: 2.5
Piotroski: 1/9Altman Z: 0.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DVUndervalued (+67.1%)

Margin of Safety

+67.1%

Fair Value

$29.22

Current Price

$10.25

$18.97 discount

UndervaluedFair: $29.22Overvalued
OMCUndervalued (+5.4%)

Margin of Safety

+5.4%

Fair Value

$73.25

Current Price

$75.31

$2.06 discount

UndervaluedFair: $73.25Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DV5 strengths · Avg: 9.6/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
298.7%10/10

Earnings expanding 298.7% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.4710/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.588/10

Growing faster than its price suggests

OMC2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
69.2%10/10

Revenue surging 69.2% year-over-year

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

DV4 concerns · Avg: 3.3/10
P/E RatioValuation
29.4x4/10

Moderate valuation

Market CapQuality
$1.49B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

OMC4 concerns · Avg: 3.0/10
Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Debt/EquityHealth
1.223/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : DV

The strongest argument for DV centers on Price/Book, EPS Growth, Debt/Equity. PEG of 0.58 suggests the stock is reasonably priced for its growth.

Bull Case : OMC

The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.

Bear Case : DV

The primary concerns for DV are P/E Ratio, Market Cap, Return on Equity.

Bear Case : OMC

The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. Thin 0.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

DV profiles as a value stock while OMC is a hypergrowth play — different risk/reward profiles.

DV carries more volatility with a beta of 1.05 — expect wider price swings.

OMC is growing revenue faster at 69.2% — sustainability is the question.

DV generates stronger free cash flow (-6M), providing more financial flexibility.

Bottom Line

DV scores higher overall (64/100 vs 51/100). Both earn "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.

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Omnicom Group Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.

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