Professional
Added to YB: 2023-12-13
Pitch date: 2023-12-13
DV [bullish]
DoubleVerify Holdings, Inc.
-71.8%
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
$35.68
Price Target
40.00 (+298%)
Dividend
N/A
EV/EBITDA
10.20
P/E
31.67
EV/Sales
1.84
Sector
Media
Category
growth
MS initiates DoubleVerify with an 'overweight' rating
$DV: MS initiates OW on ad verif innovator w/ 22% rev CAGR to '27 in $215B TAM. Activation offering = 69% of growth. Margins 31% to 33%+ by '27. $40 PT = 23x EV/'25 EBITDA, 20% upside. Beats $IAS on growth & activation leadership.
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