DoubleVerify Holdings Inc (DV)vsTrade Desk Inc (TTD)
DV
DoubleVerify Holdings Inc
$10.25
-3.03%
COMMUNICATION SERVICES · Cap: $1.49B
TTD
Trade Desk Inc
$19.95
-5.14%
COMMUNICATION SERVICES · Cap: $9.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 289% more annual revenue ($2.97B vs $764.05M). TTD leads profitability with a 14.6% profit margin vs 7.2%. DV appears more attractively valued with a PEG of 0.58. DV earns a higher WallStSmart Score of 64/100 (C+).
DV
Buy64
out of 100
Grade: C+
TTD
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.1%
Fair Value
$29.22
Current Price
$10.25
$18.97 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 298.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
7.2% margin — thin
Earnings declined 20.0%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.92 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 : TTD
The primary concerns for TTD are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
DV carries more volatility with a beta of 1.05 — expect wider price swings.
TTD is growing revenue faster at 11.8% — sustainability is the question.
TTD generates stronger free cash flow (279M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DV scores higher overall (64/100 vs 56/100). 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.
Visit Website →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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