DoubleVerify Holdings Inc (DV) is slightly overvalued and Omnicom Group Inc (OMC) is overvalued.
Both trade above our estimate of their intrinsic value. DV is the closer of the two: -17%, against -389% for OMC.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $11.43; the price of $13.40 is 17% above that value, and 75% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $15.40; the price of $75.34 is 389% above that value, and 82% of that value comes from beyond year five.
Leak Score 26/100 on 9 of 12 signals
| Metric | DV | OMC |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $13.40 | $75.34 |
| Intrinsic value | $11.43 | $15.40 |
| Margin of safety | -17% | -389% |
| Leak Score | 27/100 (3/12) | 26/100 (9/12) |
| Market cap | $2.1B | $20.7B |
| Revenue growth, 5 years | 25.1% | 5.6% |
| Operating margin | 12.7% | 14.3% |
| Net margin | 7.7% | 1.7% |
| Return on equity | 5.4% | 5.5% |
| Debt to equity | 0.10 | 1.18 |
| P/E | 37.2x | 64.6x |
| Forward P/E | 23.6x | 6.3x |
| P/B | 1.9x | 2.4x |
| Dividend yield | — | 4.6% |