Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>DoubleVerify, a company providing digital media measurement solutions, concluded 2024 with several notable achievements and a number of challenges that shape both its financial performance and future outlook.</li><li>Overall, DoubleVerify delivered substantial growth in revenue, achieving a 15% year-over-year increase to $657 million.</li><li>This growth was driven by significant momentum across its three main revenue streams.</li></ul>

DoubleVerify, a company providing digital media measurement solutions, concluded 2024 with several notable achievements and a number of challenges that shape both its financial performance and future outlook.Overall, DoubleVerify delivered substantial growth in revenue, achieving a 15% year-over-year increase to $657 million.This growth was driven by significant momentum across its three main revenue streams.

DoubleVerify Just Partnered With Meta and TikTok—Is This the Ultimate Social Media Power Play?

<ul><li>DoubleVerify's third-quarter 2024 financial results reveal a company navigating a complex landscape yet reporting solid growth and profitability.</li><li>DoubleVerify, which offers software for digital media measurement and analytics, saw its revenue increase by 18% year-over-year, demonstrating resilience despite notable challenges such as reductions in ad spending by significant customers and shifts from open exchange programmatic spending.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

DoubleVerify's third-quarter 2024 financial results reveal a company navigating a complex landscape yet reporting solid growth and profitability.DoubleVerify, which offers software for digital media measurement and analytics, saw its revenue increase by 18% year-over-year, demonstrating resilience despite notable challenges such as reductions in ad spending by significant customers and shifts from open exchange programmatic spending.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

DoubleVerify Holdings: Expanding Social Solutions To Possibly Disrupt the Market! - Major Drivers

<ul><li>DoubleVerify, a leader in media quality and performance solutions, had a pivotal second quarter in 2024, managing to reaccelerate their revenue growth trajectory, powered by a strong push in social and CTV measurement and ongoing growth in their supply-side platform business, notably driven by the expansive retail media sector.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

DoubleVerify, a leader in media quality and performance solutions, had a pivotal second quarter in 2024, managing to reaccelerate their revenue growth trajectory, powered by a strong push in social and CTV measurement and ongoing growth in their supply-side platform business, notably driven by the expansive retail media sector.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

DoubleVerify Holdings Inc.: Expanded Cross-Platform Measurement Capabilities & Other Major Drivers

<ul><li>DoubleVerify's first quarter 2024 results showcase robust revenue growth, enhanced profitability, and increased operational cash flow, which reflect positively on the company's ability to adapt and capitalize on dynamic market trends, particularly in the digital advertising sectors like Connected TV (CTV) and social media.</li><li>The company reported a revenue of $141 million, marking a 15% year-over-year increase and exceeded the top end of its guidance ranges on both revenue and adjusted EBITDA, demonstrating effective management and solid operational execution.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

DoubleVerify's first quarter 2024 results showcase robust revenue growth, enhanced profitability, and increased operational cash flow, which reflect positively on the company's ability to adapt and capitalize on dynamic market trends, particularly in the digital advertising sectors like Connected TV (CTV) and social media.The company reported a revenue of $141 million, marking a 15% year-over-year increase and exceeded the top end of its guidance ranges on both revenue and adjusted EBITDA, demonstrating effective management and solid operational execution.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

DoubleVerify Holdings Inc.: Development and Adoption of Social Media Measurement Tools Upping The Game? - Major Drivers

<ul><li>DoubleVerify Holdings, Inc. continues to deliver decent results.</li><li>Revenues, which increased by 27% to reach $572.5 million, underlined DoubleVerify’s successful third year as a public company.</li><li>Additionally, the company's platform processed over seven trillion billable media transactions across various digital media devices and formats.</li></ul>

DoubleVerify Holdings, Inc. continues to deliver decent results.Revenues, which increased by 27% to reach $572.5 million, underlined DoubleVerify’s successful third year as a public company.Additionally, the company's platform processed over seven trillion billable media transactions across various digital media devices and formats.

DoubleVerify Holdings: The Meta Opportunity & 3 Other Critical Growth Drivers

United States

DoubleVerify Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides software platform for digital media measurement and analytics. DoubleVerify Holdings serves customers worldwide.

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DoubleVerify (DV US)

DoubleVerify Holdings Inc.: Expanded Cross-Platform Measurement Capabilities & Other Major Drivers

DoubleVerify, a leader in media quality and performance solutions, had a pivotal second quarter in 2024, managing to reaccelerate their revenue...

Baptista Research

DoubleVerify Holdings: The Meta Opportunity & 3 Other Critical Growth Drivers

DoubleVerify Holdings, Inc. continues to deliver decent results. Revenues, which increased by 27% to reach $572.5 million, underlined...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

DoubleVerify Just Partnered With Meta and TikTok—Is This the Ultimate Social Media Power Play?

DoubleVerify, a company providing digital media measurement solutions, concluded 2024 with several notable achievements and a number of challenges...

Baptista Research

DoubleVerify Holdings: Expanding Social Solutions To Possibly Disrupt the Market! - Major Drivers

DoubleVerify's third-quarter 2024 financial results reveal a company navigating a complex landscape yet reporting solid growth and...

Baptista Research

DoubleVerify Holdings Inc.: Expanded Cross-Platform Measurement Capabilities & Other Major Drivers

DoubleVerify, a leader in media quality and performance solutions, had a pivotal second quarter in 2024, managing to reaccelerate their revenue...

Baptista Research

DoubleVerify Holdings Inc.: Development and Adoption of Social Media Measurement Tools Upping The Game? - Major Drivers

DoubleVerify's first quarter 2024 results showcase robust revenue growth, enhanced profitability, and increased operational cash flow, which...

Baptista Research

DoubleVerify Holdings: The Meta Opportunity & 3 Other Critical Growth Drivers

DoubleVerify Holdings, Inc. continues to deliver decent results. Revenues, which increased by 27% to reach $572.5 million, underlined...

Baptista Research