Foreign exchangenegative · 3 filings
“The change was due primarily to a decrease in interest earned on interest-bearing monetary assets, partially offset by gains from changes in foreign exchange rates.”10-K · Feb 26, 2026 ↗
DoubleVerify Holdings, Inc.
DV
Market read
DoubleVerify Holdings, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Company+0.5% todayVolume comparison unavailable
Market group0 of 25 activeSoftware and Advertising · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- DV's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if DV's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- DV's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements55
Verified relationships13
Evidence supporting the case
- Latest annual revenue changed +13.9% year over year.
- Operating cash flow covered net income at 4.17x in the latest annual period.
Evidence challenging the case
- Operating margin changed -2.0 percentage points in the latest annual period.
- Net margin changed -1.8 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 3 filings.
Questions before a position
- P/E is 84% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
13.386m+26.9%12m-17.7%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$332.7M+36.4%$0.18+10.2%
2022-12-31$452.4M+36.0%$0.25+6.5%
2023-12-31$572.5M+26.6%$0.41+1.6%
2024-12-31$656.8M+14.7%$0.32+0.9%
2025-12-31$748.3M+13.9%$0.30-4.8%
What management says matters
Persistent and emerging business drivers
Legal and regulatory exposurenegative · 3 filings
“The increase was due primarily to a $11.3 million increase in personnel costs, including stock-based compensation, a $3.7 million increase in third party professional fees, $3.5 million of third party legal fees related to litigation and regulatory matters ou…”10-K · Feb 26, 2026 ↗
Macroeconomic conditionsmixed · 1 filings
“Amounts related to the 1% excise tax on share repurchases, net of share issuances, as a result of the Inflation Reduction Act of 2022 (“IRA”) are included on the Consolidated Statements of Stockholders’ Equity.”10-K · Feb 26, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.0× · EV/sales 2.6×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
13.40+0.5% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 09:30 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for DV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for DV. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind DV
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ADBEAdobe Inc.distributorFeb 26, 2026 ▾
“Select integration and channel partners include: ● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt ● Ad Platforms and Exchanges : Line Yahoo, Magnite, Teads, Epsilon, Nexxen, Taboola, Criteo ● Ad Servers and…”
AMZNAmazon.com, Inc.distributorFeb 26, 2026 ▾
“Select integration and channel partners include: ● Demand-Side Platforms : Amazon, Google, The Trade Desk, Yahoo, Nexxen, Infillion, Adobe, StackAdapt ● Ad Platforms and Exchanges : Line Yahoo, Magnite, Teads, Epsilon, Nexxen, Taboola, Criteo ● Ad Servers and…”
Depended on by
CRTOCriteo S.A.supplierFeb 26, 2026 ▾
“Criteo's AI powered contextual analysis engine is also integrated with DoubleVerify IQ Advanced Solutions, a solution providing page-level pre-bid classification to clients across 26 standard brand safety categories.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 14 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DV is currently a Early Follower in the organic co-movement group Software and Advertising. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for DV; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.