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DoubleVerify DV

DoubleVerify scores good on business quality (6.8 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$13.49Oct 9, 2026
Business qualityGood
Next earningsNov 5, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What DoubleVerify does

    DoubleVerify Holdings provides software that verifies digital ad placement and measures campaign performance, charging advertisers to ensure ads are fraud-free and viewed safely. The business is navigating increased competition and AI uncertainty while managing a net cash position of $246 million.

  2. What it does best

    DoubleVerify delivers elite gross margins of 82.4%, outperforming peer NIQ's 55.4% by a wide margin. This high margin comes from a scalable software platform that verifies digital ad placements without manual intervention.

  3. The main risk

    Macro pressures, increased competition, and AI uncertainty are currently weighing on the stock. If clients pull back ad spend or shift budgets toward unverified AI platforms, top-line growth could stall.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 12.7% with a free cash flow margin of 48% sitting in the sector's top quartile, though net income of $59 million shows lower conversion at the bottom line.

MoatFair

Gross margins sit in the top decile of the sector at 89% percentile rank, though a 5.7 moat score points to rising competitive pressures that limit customer lock-in.

GrowthFast

Revenue grew 13.9% to $769 million, maintaining a steady multi-year expansion from $244 million in 2020.

Financial healthStrong

Debt-to-equity is negligible at 0.01 with interest coverage at 55x, making debt costs a rounding error. Free cash flow reached $160 million, and the net cash position is $246 million.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on DV

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DV a good business?

DoubleVerify scores good on the Cluenex quality check (6.8 of 10), measured against its own industry. Profitability is weak, moat fair, growth fast and financial health strong.

Are insiders buying DV?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does DV report earnings?

Nov 5, 2026, after the close.

For members

See DV today

  • Today's verdict on DV, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “DoubleVerify (DV)”, https://cluenex.com/stocks/dv/, data as of Oct 10, 2026.