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DoubleVerify Holdings, Inc. (DV) vs The Trade Desk (TTD)

DoubleVerify Holdings, Inc. and The Trade Desk are both Advertising Agencies companies. The Trade Desk is the larger, with a market value of $6.1B against $2.1B — 2.9× the size. The Trade Desk trades at the lower P/E: 15.1× against 33.9×. The Trade Desk grew revenue faster over the last twelve months: 11.6% against 7.16%. The Trade Desk has the higher net margin (13.6% vs 8.22%) and the higher return on invested capital (33.7% vs 7.30%). Across the 22 metrics below, The Trade Desk leads on 17 and DoubleVerify Holdings, Inc. on 5.

Valuation

Metric DV TTD Advertising Agencies median
P/E 33.88 15.07 21.69
P/S 2.68 2.01 0.73
P/B 1.86 2.33 1.02
Price to free cash flow 12.58 6.94 8.36
EV/EBITDA 10.99 6.43 11.66
EV/Sales 2.38 1.53 0.96
Earnings yield 2.95% 6.64% (2.98%)
Free cash flow yield 7.95% 14.40% 0.00%

Profitability

Metric DV TTD Advertising Agencies median
Gross margin 82.17% 76.87% 44.67%
Operating margin 13.33% 19.61% 0.00%
Net margin 8.22% 13.61% (2.95%)
Free cash flow margin 21.27% 28.90% 0.00%
Return on equity 5.85% 15.44% 0.00%
Return on assets 4.88% 6.94% 0.00%
Return on invested capital 7.30% 33.65% 0.00%

Growth

Metric DV TTD Advertising Agencies median
Revenue growth (TTM) 7.16% 11.61% 2.99%
EPS growth (last fiscal year) (6.25%) 15.38% 44.63%
Revenue growth, 5-year CAGR 25.13% 28.21% 5.40%
Net income growth, 5-year CAGR 19.88% 12.84% 0.00%

Health

Metric DV TTD Advertising Agencies median
Debt to equity 0.01 0.00 0.04
Current ratio 4.69 1.72 1.72
Net debt to EBITDA (1.86) (1.85) 0.02

Dividend

Metric DV TTD Advertising Agencies median
Dividend yield — — 3.66%
Payout ratio — — —

Size

Metric DV TTD Advertising Agencies median
Market cap 2.12b 6.06b 60.75m

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