Added to YB: 2025-10-20
Pitch date: 2025-08-27
DV [bullish]
DoubleVerify Holdings, Inc.
-38.28%
current return
Author Info
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Company Info
DoubleVerify Holdings, Inc. provides media effectiveness platforms in the United States. The company offers DV Authentic Ad, a metric of digital media quality, which evaluates the existence of fraud, brand suitability, viewability and geography for each digital ad; DV Authentic Attention that provides data to drive campaign performance; Custom Contextual solution, which allows advertisers to match ads to relevant content to maximize user engagement and drive campaign performance; and Scibids AI, an AI-powered digital campaign optimization solution.
Market Cap
$1.5B
Pitch Price
$16.30
Price Target
39.00 (+288%)
Dividend
N/A
EV/EBITDA
10.20
P/E
31.67
EV/Sales
1.84
Sector
Media
Category
growth
DoubleVerify Holdings, Inc. - $DV
DV: High-quality duopoly 'toll road' in digital ad measurement w/ 95% gross retention, 110%+ net retention. Trading 9x EBITDA vs historical norms. Expects mid-high teens growth vs 11% consensus, driven by AI content proliferation + social optimization expansion. 38% IRR to 2028 target.
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