DV

DoubleVerify Holdings Inc

TMT


Presented:11/10/2023
Price:$30.60
Cap:$5.12B
Current Price:$17.33
Cap:$2.95B

Presented

Date11/10/2023
Price$30.60
Market Cap$5.12B
Ent Value$9.42B
P/E Ratio93.41x
Book Value$5.95
Div Yield0%
Shares O/S167.40M
Ave Daily Vol1,509,197
Short Int4.80%

Current

Price$17.33
Market Cap$2.95B
DoubleVerify Holdings, Inc. engages in the development of software platforms for digital media measurement, data, and analytics. Its software, Pinnacle, is integrated across the entire digital advertising ecosystem including programmatic platforms, social media channels, and digital publishers. The company was founded on August 16, 2017 and is headquartered in New York, NY.

Publicly traded companies mentioned herein: DoubleVerify (DV)

Highlights

The presenter is long DoubleVerify (DV) a leading ad verification software company growing 28% with 30% margins. The industry is effectively a duopoly with IAS being the other major competition in the $10B industry. The presenter likes DV due to its faster growth and sees upside to 2024’s revenue and EBITDA driving a 30% move in the stock.

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Idea Discussion

Commentor 1 - 2 weeks ago

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