DV
DoubleVerify Holdings, Inc.
DV's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over DV overall, supported by stronger fundamentals and stronger modeled upside.
DV Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
DV's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
DV PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 21x | $13.57 | — |
| Current | 34x | $13.57 | — |
| Cheap | 38x | $15.32 | +13% |
| Fair | 71x | $28.23 | +108% |
| Expensive | 132x | $52.60 | +288% |
Historical ranges are pointers, not guarantees.
DV has the edge over MU in the historical PE scenario, which offers more potential upside but is not a forecast.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
DV Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for DV, with profitability improving. However, they disagree widely on these estimates.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for MU, with profitability improving.
DV Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.63 | +59% |
| Q3 2026 | $0.40 | +54% |
| Q2 2026 | $0.36 | +20% |
| Q1 2026 | $0.33 | +14% |
| Q4 2025 | $0.30 | -6.3% |
| Q3 2025 | $0.26 | -30% |
| Q2 2025 | $0.30 | -14% |
| Q1 2025 | $0.29 | -24% |
| Q4 2024 | $0.32 | -22% |
DV earned $0.40 per share over the past year, up 54% from the year before.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over DV on earnings, with more consistent year-over-year improvement.
DV Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $205.6M | +9% |
| Q2 2026 | $193.8M | +2.5% |
| Q1 2026 | $180.8M | +9.6% |
| Q4 2025 | $205.6M | +7.9% |
| Q3 2025 | $188.6M | +11% |
| Q2 2025 | $189M | +21% |
| Q1 2025 | $165.1M | +17% |
| Q4 2024 | $190.6M | +11% |
DV's revenue has grown year over year every quarter since late 2020: $206M last quarter, up 9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | +2.6 points |
| Q2 2026 | 12% | +4.7 points |
| Q1 2026 | 8.7% | +4.6 points |
| Q4 2025 | 18% | -1.9 points |
| Q3 2025 | 11% | -4 points |
| Q2 2025 | 7.2% | +0.1 points |
| Q1 2025 | 4.1% | -0.8 points |
| Q4 2024 | 20% | -1.5 points |
DV's operating margin was 14% last quarter, up 2.6 points from the same quarter a year ago.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over DV on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over DV on profitability, with a higher operating margin.
DV Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $45.7M | +17% |
| Q2 2026 | $65.7M | +64% |
| Q1 2026 | -$6.4M | -120% |
| Q4 2025 | $62.1M | +107% |
| Q3 2025 | $39M | -19% |
| Q2 2025 | $40.1M | +40% |
| Q1 2025 | $31.4M | +24% |
| Q4 2024 | $30M | -37% |
DV generated $167M in free cash flow over the past year, up 19% from the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over DV on cash flow, with more consistent year-over-year improvement.
DV Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.5% | +2.4M shares |
| 1 year | -3.7% | -6.2M shares |
| 3 years | -7.9% | -13.7M shares |
| 5 years | -4% | -6.7M shares |
| Available history | +8.8% | +12.9M shares |
DV has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $25.1M |
| Q1 2026 | $75.1M |
| Q4 2025 | — |
| Q3 2025 | $50.1M |
| Q2 2025 | — |
| Q1 2025 | $82.2M |
| Q4 2024 | $77.9M |
DV spent $100M buying back its own shares over the past year, down 52% from the year before.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has 1.1B diluted shares, up 1.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
DV Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.5x | Net Cash |
| Q2 2026 | -1.3x | Net Cash |
| Q1 2026 | -1.2x | Net Cash |
| Q4 2025 | -1.9x | Net Cash |
| Q3 2025 | -1.5x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -1.2x | Net Cash |
| Q4 2024 | -2.3x | Net Cash |
DV has the edge over MU on leverage, with a lower net debt burden relative to earnings.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has more cash than debt.
DV Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 65.4 | Neutral |
| Stochastic | 91.6 | Overbought |
DV's weekly RSI is 65 (neutral) and its Stochastic is 92 (overbought).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
DV PE vs Technology Sector
| Metric | DV | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 28x | 22% above |
| PE % | 6 | 42 | 36 pts below |
DV is trading at 34x earnings, a 22% premium to the Technology sector's median of 28x.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU has the edge over DV on valuation relative to its sector.
DV Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.5 | 0.4% above |
| 20 week MA | $12.9 | 5.3% above |
| 50 week MA | $11.4 | 19% above |
| 100 week MA | $13.1 | 3.4% above |
| 200 week MA | $20.6 | 34% below |
DV has the edge over MU on trend strength, trading above more of its moving averages.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
DV Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $34.2 | $32.8 | -4.3% |
| 2022 | $32.8 | $21.8 | -33% |
| 2023 | $21.8 | $36.8 | +69% |
| 2024 | $36.8 | $19.6 | -47% |
| 2025 | $19.6 | $11.5 | -41% |
| 2026 YTD | $11.5 | $13.6 | +18% |
DV has finished lower in four of the last five years. It's up 18% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over DV on returns for 2026, with the stronger performance.