DoubleVerify Holdings Inc (DV) is slightly overvalued and Stagwell Inc (STGW) is slightly undervalued.
Against our estimates of intrinsic value, STGW trades at the wider discount: a margin of safety of +18%, against -17% for DV.
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 8.4% (average of 3 methods) values the shares at $10.43; the price of $8.51 is 18% below that value, and 78% of that value comes from beyond year five.
Leak Score 50/100 on 9 of 12 signals
| Metric | DV | STGW |
|---|---|---|
| Verdict | Slightly overvalued | Slightly undervalued |
| Price | $13.40 | $8.51 |
| Intrinsic value | $11.43 | $10.43 |
| Margin of safety | -17% | +18% |
| Leak Score | 27/100 (3/12) | 50/100 (9/12) |
| Market cap | $2.1B | $2.1B |
| Revenue growth, 5 years | 25.1% | 26.7% |
| Operating margin | 12.7% | 4.5% |
| Net margin | 7.7% | 0.5% |
| Return on equity | 5.4% | 2.3% |
| Debt to equity | 0.10 | 2.55 |
| P/E | 37.2x | 144.2x |
| Forward P/E | 23.6x | 6.9x |
| P/B | 1.9x | 3.1x |