Doubleverify Holdings vs Teads Holding
Teads Holding is the larger business, with $1.30bn of revenue in fiscal 2025 against $748m for Doubleverify Holdings (1.7 times as much). Teads Holding grew faster (46.1% against 13.9%). Doubleverify Holdings kept more of each dollar of sales as profit: a net margin of 6.8% against -39.8%.
| Latest fiscal year | Doubleverify HoldingsDV, 2025 | Teads HoldingTEAD, 2025 |
|---|---|---|
| Revenue | $748m | $1.30bn |
| Revenue growth | 13.9% | 46.1% |
| Net income | $50.6m | −$517m |
| Operating margin | — | -30.7% |
| Net margin | 6.8% | -39.8% |
| Return on equity | 4.6% | — |
| Free cash flow | $173m | $2.0m |
| Cash | $259m | $128m |
| Total debt | $0 | $628m |
| Debt to equity | — | 658.3% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $132m | $646,000 |
| Employees | 1,231 | 1,700 |
| Market value | $2.12bn | $25.1m |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 56 (Moderate) | 16 (Weak) |
| Insider trades, 12 months | 0 buys, 6 sales | 6 buys, 0 sales |