TTD vs DV Stock Comparison: AI Score, Valuation, Performance and Upside
TTD and DV both sit in digital advertising infrastructure but perform different jobs. The Trade Desk is where advertisers decide what to buy and at what price, earning a share of the spend that flows through it. DoubleVerify measures whether those ads actually appeared correctly and safely, earning fees on impressions measured regardless of who bought them.
Use this TTD vs DV comparison to distinguish transaction exposure from measurement exposure. The Trade Desk's revenue scales with advertising budgets and its competitive position against much larger platforms. DoubleVerify's scales with impressions measured and the price per impression, which makes it less dependent on any single buying platform winning.
DV holds the edge across 3 of 5 key metrics in this comparison. DV leads on both 1-year return (+9.83%) and forward P/E quality (11.53x vs 14.62x for TTD), a relatively favorable combination of momentum and valuation. TTD leads on both revenue growth (3.00%) and operating margin (14.21%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for DV (+0.90%) than for TTD (-8.00%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to programmatic advertising spend growth, particularly connected television
- Value independence from platforms that also sell their own inventory
- Believe its identity framework will matter in post-cookie targeting
- Accept competition from far larger platforms and sensitivity to ad budgets
- Want a measurement layer that earns fees regardless of which platform wins
- Value verification as a requirement for large advertisers rather than an option
- See connected television and social measurement as expanding volume
- Accept pricing pressure from large customers and the risk of platform-native measurement
| Metric | TTD | DV |
|---|---|---|
| AI scorei | 41.2 | 23.6 |
| AI ranki | #967 | #3490 |
| Latest closei | $12.60 | $13.41 |
| 1M returni | -3.30% | +0.83% |
| 6M returni | -40.79% | +44.04% |
| 1Y returni | -73.12% | +9.83% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | TTD | DV |
|---|---|---|
| 1Y ago | $2.69K (-73.1%) started 2025-09-25 | $11.31K (+13.1%) started 2025-09-25 |
| 5Y ago | $1.66K (-83.4%) started 2021-09-27 | $3.75K (-62.5%) started 2021-09-27 |
| 10Y ago | $45.37K (+353.7%) started 2016-09-26 | $3.73K (-62.8%) started 2021-04-21 |
Hypothetical — past performance does not guarantee future results.
| Metric | TTD | DV |
|---|---|---|
| Market capi | $6.84B | $2.07B |
| Trailing P/Ei | 17.32 | 38.17 |
| Forward P/Ei | 14.62 | 11.53 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 1.81 | 2.56 |
| Analyst targeti | $13.39 | $13.48 |
| Target upsidei | -8.00% | +0.90% |
| Metric | TTD | DV |
|---|---|---|
| Revenue growthi | 3.00% | 2.50% |
| Earnings growthi | -23.60% | 60.00% |
| EPS growthi | -23.60% | +60.00% |
| FCF margini | +19.50% | +21.09% |
| Operating margini | 14.21% | 11.94% |
| Profit margini | 13.61% | 7.66% |
| ROIC proxyi | 15.44% | 5.39% |
| Return on equityi | 15.44% | 5.39% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.04 | 0.97 |
| Debt/equityi | 16.86 | 10.22 |
| Current ratioi | 1.72 | 4.50 |
| Quick ratioi | 1.68 | 4.06 |
Over the past year, TTD and DV have moved weakly in the same direction (correlation of 0.36), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | TTD | DV |
|---|---|---|---|
| 1Y | Growthi | -73.05% | +13.07% |
| CAGRi | -73.10% | +13.09% | |
| Volatilityi | 56.39% | 44.72% | |
| Sharpe ratioi | -2.12 | 0.40 | |
| Sortino ratioi | -2.73 | 0.58 | |
| Max drawdowni | 76.72% | 29.02% | |
| Current drawdowni | 76.72% | 0.81% | |
| Avg drawdowni | 47.87% | 10.49% | |
| Ulcer Indexi | 52.86% | 12.61% | |
| Max daily dropi | 21.90% | 14.40% | |
| Max wkly dropi | 29.89% | 20.65% | |
| 5Y | Growthi | -83.38% | -62.46% |
| CAGRi | -30.18% | -17.81% | |
| Volatilityi | 67.78% | 51.58% | |
| Sharpe ratioi | -0.25 | -0.19 | |
| Sortino ratioi | -0.36 | -0.25 | |
| Max drawdowni | 90.97% | 79.74% | |
| Current drawdowni | 90.97% | 68.45% | |
| Avg drawdowni | 43.85% | 45.17% | |
| Ulcer Indexi | 50.42% | 50.40% | |
| Max daily dropi | 38.61% | 38.57% | |
| Max wkly dropi | 42.53% | 38.24% | |
| 10Y | Growthi | +353.73% | -62.75% |
| CAGRi | +16.33% | -16.63% | |
| Volatilityi | 68.29% | 52.54% | |
| Sharpe ratioi | 0.49 | -0.15 | |
| Sortino ratioi | 0.76 | -0.20 | |
| Max drawdowni | 90.97% | 81.70% | |
| Current drawdowni | 90.97% | 71.50% | |
| Avg drawdowni | 29.05% | 49.38% | |
| Ulcer Indexi | 37.91% | 53.54% | |
| Max daily dropi | 38.61% | 38.57% | |
| Max wkly dropi | 42.53% | 38.24% |
| Category | TTD | DV |
|---|---|---|
| Company | The Trade Desk, Inc. | DoubleVerify Holdings, Inc. |
| Sector | Communication Services | Communication Services |
| Industry | Advertising Agencies | Advertising Agencies |
| Core business | Independent demand-side platform used by agencies and advertisers to buy digital advertising programmatically across connected television, audio, display, and other channels, with its own identity framework as an alternative to third-party cookies. | Advertising measurement and verification company confirming that ads were viewable, seen by real people rather than bots, and placed in brand-appropriate contexts, across open web, connected television, and major social platforms. |
| Investor focus | Gross spend growth on the platform, connected television share of spend, platform upgrade adoption, take rate, and competition from large platform advertising businesses. | Measured media volume growth, connected television and social platform measurement expansion, pricing per impression, customer retention, and margins. |
- Largest independent demand-side platform, positioned as neutral relative to platforms that also sell their own inventory
- Strong connected television exposure, the fastest-growing premium advertising channel
- Identity framework gives it a role in post-cookie targeting standards
- Verification is effectively a required layer for large advertisers, giving recurring measured volume
- Connected television and social measurement are expanding addressable volume
- Sits neutrally in the ecosystem, working with buyers regardless of which platform they use
- Faces competition from very large retail and cloud platforms building their own buying tools
- Revenue is a percentage of advertiser spend, so advertising budget cuts hit directly
- A major platform replatforming caused execution difficulties, showing transition risk
- Large advertisers have negotiating power over per-impression pricing
- Platforms may expand their own measurement, reducing the need for third parties in some cases
- Growth depends on both advertising volumes and pricing, which can move in opposite directions
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