DoubleVerify Holdings, Inc. (DV) AI Stock Analysis

DoubleVerify Holdings, Inc. operates as a provider of software solutions for digital media measurement, data, and analytics based in New York, New York. Its offerings help advertisers evaluate and enhance the quality and return on investment of digital ad campaigns. Core products include DV Authentic Ad, which analyzes fraud detection, brand safety, viewability, and geographic targeting, alongside DV Authentic Attention for exposure and engagement metrics. The company also supplies Custom Contextual tools to match ads with relevant content and the DV Publisher suite to assist digital publishers with revenue management and inventory yield across connected TV, programmatic channels, and social media.

DoubleVerify grew annual revenue from $332.7M in FY2021 to $452.4M in FY2022, $572.5M in FY2023, $656.8M in FY2024, and $748.3M in FY2025. Annual revenue growth slowed over this timeframe from 36.4% in FY2021 to 13.9% in FY2025. Gross margin remained steady, registering at 83.7% in FY2021 and 82.2% in FY2025. Operating margin was 10.6% in FY2025, down from 15.0% in FY2023, while net income fell from a peak of $71.5M in FY2023 to $50.6M in FY2025. For the latest quarter ended June 30, 2026, quarterly revenue growth was 2.5% year-over-year, while quarterly earnings growth reached 60.0%. Trailing twelve months revenue reached $768.8M with a profit margin of 7.7%.

As of June 30, 2026, DoubleVerify held $210.2M in cash and short-term investments against total debt of $111.8M, resulting in net cash of $98.3M. The company has a current ratio of 4.50 and a debt-to-equity ratio of 0.10 against shareholders' equity of $1.09B. Operating cash flow grew to $211.2M in FY2025, delivering free cash flow of $172.7M after capital expenditures of $38.5M. The company deployed $142.1M toward share buybacks in FY2025.

DoubleVerify trades at a trailing P/E of 38.5x and a forward P/E of 23.5x, compared to medians of 16.2x and 14.1x for its US-listed Communication Services peers. Its EV/EBITDA stands at 12.6x against the peer median of 10.0x, while its price-to-sales ratio is 2.7x versus the peer median of 0.8x. The company has an enterprise value of $1.98B and a PEG ratio of 0.54. Over the past year, the stock returned 24.1%, outperforming the S&P 500 return of 16.8%, though its 5-year return of -57.5% trailed the S&P 500 gain of 83.0%.

Wall Street coverage includes 15 Hold ratings, with 0 Buy, 0 Strong Buy, 0 Sell, and 0 Strong Sell recommendations. The mean price target is $13.48, representing a -0.1% change compared to the last close of $13.49. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $806.5M and EPS of $1.03. For the following fiscal year, 8 analysts project revenue of $873.8M and EPS of $1.16. Over the last 4 quarters, the company beat EPS estimates 1 time. The next earnings date is November 6, 2026.

This page is an AI-written research summary of DoubleVerify Holdings, Inc. (DV). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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