DoubleVerify Holdings, Inc.(DV)Stock Analysis
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Rank #1,282 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DV Stock Analysis & AI Quality Score
AI stock analysis and institutional research for DoubleVerify Holdings, Inc. (DV), a Technology sector company. 13F Pro's AI-powered ranking engine scores DV at 53.4/100 on a 32-signal composite quality model, placing it at rank #1,282 of 2,879 stocks — the top half of the AI-ranked universe. DV scores in the top quartile across institutional flow (83.2), revenue growth (75.8). Areas of concern include earnings quality (17.1) and profitability (37.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 13.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), DoubleVerify Holdings, Inc. reports quarterly revenue of $180.8M, net income of $6.4M, an operating margin of 8.6%. Top institutional holders of DV by reported 13-F value include BlackRock,, Providence Equity Partners L.L.C., AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. DV trades on the NYSE exchange and files with the SEC under CIK 1819928. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DV daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DoubleVerify Holdings, Inc. directly from SEC EDGAR. DoubleVerify Holdings, Inc.'s 13F Pro composite quality score has ranged between 49 and 70 since 2022, currently 53.4 — a stable long-term trajectory across 26 quarterly and live scoring snapshots.
Revenue
Q1 2026
$180.8M
Net Income
Q1 2026
$6.4M
Free Cash Flow
Q1 2026
$-6.4M
Operating Margin
Q1 2026
8.6%
ROIC
Q1 2026
1.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+13.9% YoYNet Income
-9.9% YoYOperating Income
-3.9% YoYEPS (Diluted)
-6.3% YoYTotal Assets
+6.1% YoYTotal Debt
Op. Cash Flow
+32.3% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $748.3M +13.9% | $656.8M +45.2% | $452.4M +36.0% | $332.7M +36.4% | $243.9M +33.5% | $182.7M |
| Net Income | $50.6M -9.9% | $56.2M +30.0% | $43.3M +47.6% | $29.3M +43.3% | $20.5M -12.2% | $23.3M |
| Operating Income | $79.2M -3.9% | $82.4M +39.6% | $59.0M +121.2% | $26.7M +25.0% | $21.4M -45.4% | $39.1M |
| EPS (Diluted) | $0.30 -6.3% | $0.32 +28.0% | $0.25 +38.9% | $0.18 +28.6% | $0.14 -12.5% | $0.16 |
| Total Assets | $1.35B +6.1% | $1.28B +23.1% | $1.04B +16.2% | $892.2M +74.5% | $511.3M | — |
| Total Debt | — | — | — | — | $22.0M | — |
| Operating Cash Flow | $211.2M +32.3% | $159.7M +68.3% | $94.9M +14.6% | $82.7M +290.0% | $21.2M -27.9% | $29.4M |
AI Insight: DV Financial Trends
DoubleVerify grew Q1 2026 revenue 10% year-over-year to $181M, but operating cash flow collapsed to just $4M — the lowest in the observed period.
• Revenue rose from $165M in Q1 2025 to $181M in Q1 2026, a ~10% year-over-year gain.
• Operating income improved from $7M in Q1 2025 to $16M in Q1 2026, more than doubling year-over-year.
• Operating cash flow dropped sharply to $4M in Q1 2026 from $38M in Q1 2025, a stark divergence from earnings.
• Equity declined from $1,131M in Q4 2025 to $1,081M in Q1 2026, continuing a pattern of quarterly equity erosion.
⚠ Q1 2026 operating cash flow of $4M vs. $16M operating income signals a large working-capital drag — monitor for reversal.
⚠ Seasonal Q1 weakness is recurring — Q1 2025 also showed the lowest margins — but cash conversion has now worsened materially.
⚠ No debt reported across all periods; watch whether cash generation recovers in Q2 2026 to confirm balance-sheet stability.
AI Insight: DV Ratio Trends
DV's profitability is structurally seasonal — Q4 peaks dominate returns while Q1 troughs mask underlying improvement year-over-year.
• Q1 operating margin improved from 4.1% in Q1 2025 to 8.6% in Q1 2026, a 450bps year-over-year gain.
• Q4 2025 ROIC of 13.4% slightly trails Q4 2024's 14.3%, suggesting modest peak-season profitability compression.
• Net profit margin in Q1 2026 is 3.5%, up from 1.4% in Q1 2025, showing early-quarter profitability is recovering.
• TTM operating margin of 11.5% and ROIC of 8.2% reflect a blended, seasonally diluted annual profitability profile.
⚠ Q4 ROIC slipped from 14.3% in Q4 2024 to 13.4% in Q4 2025 — watch whether peak-quarter efficiency continues to erode.
⚠ Severe Q1 seasonality (OpMargin drops to ~4–9%) creates recurring earnings volatility; any structural deterioration could be masked.
⚠ D/E data is absent across all periods — leverage visibility is zero, leaving balance sheet risk unquantifiable.
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13F Pro tracks comprehensive data for DoubleVerify Holdings, Inc. including:
Top Institutional Holders of DV
BlackRock, Inc.
$183.8M19,352,552 shProvidence Equity Partners L.L.C.
$173.8M18,290,908 shAQR CAPITAL MANAGEMENT LLC
$111.0M11,679,243 shVANGUARD PORTFOLIO MANAGEMENT LLC
$71.8M7,555,876 shVANGUARD CAPITAL MANAGEMENT LLC
$60.7M6,385,110 shMACKENZIE FINANCIAL CORP
$55.0M5,790,370 shTopline Capital Management, LLC
$47.7M5,022,892 shSTATE STREET CORP
$41.4M4,361,123 shDIMENSIONAL FUND ADVISORS LP
$41.2M4,333,555 shDISCIPLINED GROWTH INVESTORS INC /MN
$37.1M3,908,101 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $183.8M | 19,352,552 |
| Providence Equity Partners L.L.C. | $173.8M | 18,290,908 |
| AQR CAPITAL MANAGEMENT LLC | $111.0M | 11,679,243 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $71.8M | 7,555,876 |
| VANGUARD CAPITAL MANAGEMENT LLC | $60.7M | 6,385,110 |
| MACKENZIE FINANCIAL CORP | $55.0M | 5,790,370 |
| Topline Capital Management, LLC | $47.7M | 5,022,892 |
| STATE STREET CORP | $41.4M | 4,361,123 |
| DIMENSIONAL FUND ADVISORS LP | $41.2M | 4,333,555 |
| DISCIPLINED GROWTH INVESTORS INC /MN | $37.1M | 3,908,101 |
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Is DV a good stock to buy?
13F Pro's AI-powered analysis of DoubleVerify Holdings, Inc. (DV) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DV are available on the DV stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DV?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DV. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DoubleVerify Holdings, Inc.'s investment landscape.