Business Description

DoubleVerify Holdings, Inc. provides a software platform for digital media measurement, data, and analytics. Operating globally, the company offers solutions that help advertisers verify ad delivery, detect fraud, ensure brand safety, and measure campaign effectiveness. Its proprietary technology is designed to increase transparency and optimize digital advertising investments across various channels, including social media and connected TV.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues748,291656,849572,543452,418
Cost of Sales133,499116,515106,63177,866
Gross Profit614,792540,334465,912374,552
Selling, General & Administrative Expenses300,570259,653213,924186,082
Depreciation & Amortization Expenses56,57945,21540,88534,328
Research & Development Expenses178,445153,046125,37695,118
Operating Profit79,19882,42085,72759,024
Interest Expense(1,733)(1,118)(1,066)(905)
Non-Operating Income(5,244)(7,488)(11,216)(1,249)
Total Non-Operating Income(6,977)(8,606)(12,282)(2,154)
Income Before Provision for Income Taxes82,70988,79095,87759,368
Provision for Income Taxes32,05932,55924,41116,100
Consolidated Net Income50,65056,23171,46643,268
Net Income Attributable to Common Shareholders50,65056,23171,46643,268
Basic EPS0.310.330.430.26
Diluted EPS0.300.320.410.25
Basic Weighted Average Shares Outstanding162,780170,515167,803163,882
Diluted Weighted Average Shares Outstanding166,683175,076173,435170,755
Shares Outstanding161,900167,069171,146165,417
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents259,038292,820310,131267,813
Short-Term Investments17,805
Total Cash and Cash Equivalents259,038310,625310,131267,813
Accounts Receivable221,158226,225206,941167,122
Total Trade Receivables221,158226,225206,941167,122
Other Current Assets39,13222,20115,93010,161
Total Current Assets519,328559,051533,002445,096
Net Property, Plant & Equipment170,192137,916118,490111,726
Net Intangible Assets101,616110,356140,883135,429
Goodwill516,002427,621436,008343,011
Other Long-Term Assets46,94441,26614,6481,766
Total Assets1,354,0821,276,2101,243,0311,037,028
Accounts Payable14,66211,59812,9326,675
Accrued Expenses73,55254,53244,26433,085
Current Portion of Leases16,03913,56011,9638,887
Other Current Liabilities17,31023,79214,69620,263
Total Current Liabilities121,563103,48283,85568,910
Leases83,51278,10974,42874,865
Other Long-Term Liabilities17,67511,16010,80916,394
Total Long-Term Liabilities101,18789,26985,23791,259
Total Liabilities222,750192,751169,092160,169
Common Stock177174171165
Treasury Stock(247,982)(131,620)(743)(796)
Additional Paid-in Capital1,059,938974,383878,331756,299
Accumulated Other Comprehensive Income13,335(14,692)(2,803)(6,326)
Retained Earnings305,864255,214198,983127,517
Total Common Shareholders' Equity1,131,3321,083,4591,073,939876,859
Total Shareholders' Equity1,131,3321,083,4591,073,939876,859
Total Liabilities and Shareholders' Equity1,354,0821,276,2101,243,0311,037,028
FY 2025FY 2024FY 2023FY 2022
Net Income50,65056,23171,46643,268
Depreciation & Amortization56,57945,21540,88534,328
Share-Based Compensation Expense104,22690,65859,24442,304
Other Adjustments16,764(5,651)(8,583)(4,128)
Changes in Trade Receivables6,453(26,702)(43,691)(49,765)
Changes in Accounts Payable2,312(1,067)5,4769,004
Changes in Accrued Expenses(6,504)12,33753016,604
Changes in Other Operating Activities(19,297)(11,352)(5,591)9,094
Cash from Operating Activities211,183159,664119,74194,862
Capital Expenditure(38,529)(27,149)(17,009)(39,981)
Purchases of Investments(67,240)(99,629)
Proceeds from Sale of Investments17,75381,937
Payments for Business Acquisitions(82,578)
Other Investing Activities(2,025)
Cash from Investing Activities(105,379)(44,841)(84,249)(39,981)
Issuance of Short-Term Debt50,000
Repayments of Short-Term Debt(50,000)
Net Issuance / (Repayments) of Short-Term Debt0
Issuance of Common Shares3,3366,84613,3897,537
Repurchases of Common Shares(142,733)(133,821)(4,586)(10,244)
Net Issuance / (Repurchases) of Common Shares(139,397)(126,975)8,803(2,707)
Other Financing Activities(4,552)(2,475)(2,314)(5,177)
Cash from Financing Activities(143,949)(129,450)6,489(7,884)
Effect of Exchange Rate Changes on Cash and Cash Equivalents4,438(1,889)338(784)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(33,707)(16,516)42,31946,213

Key Metrics & Ratios

MetricValue
Market Cap$1.85B
P/E38.13x
P/S2.48x
EV/EBITDA12.47x
Return on Equity4.6%
Return on Invested Capital5.2%
Current Ratio4.27x
Free Cash Flow Margin23.1%

Margins

Gross margin
82.2%
Operating margin
10.6%
Net margin
6.8%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $194M +2.5% 11.9% $23M
Q1 2026 $181M +9.6% 8.6% $16M
Q4 2025 $206M +7.9% 18.4% $38M
Q3 2025 $189M +11.2% 11.2% $21M
Q2 2025 $189M 7.2% $14M
Q1 2025 $165M 4.1% $7M
Q4 2024 $191M 20.3% $39M
Q3 2024 $170M 15.2% $26M

More on DoubleVerify Holdings, Inc.

Figures compiled from public company filings.

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