DV vs GOOGL vs PONY Stock Comparison

DoubleVerify Holdings, Alphabet and Pony AI Prices as of Oct 28, 2026 Peers: Industry group
GOOGL Alphabet Inc.
$324.89 -5.2% 1M +21.5% 1Y
Market cap
$3.95T
P/E
16.8x
Revenue (TTM)
$471.10B
Div. yield
0.26%
Digital Advertising Technology
6 wins
PONY Pony AI Inc.
$5.05 -27.2% 1M -76.9% 1Y
Market cap
$2.19B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
2 wins

Head to Head

9 decided of 12

Alphabet leads on 6 of the 12 questions below (Alphabet 6, Pony AI 2, DoubleVerify Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionDVGOOGLPONYLeader
Larger companyMarket capitalisation $2.10B $3.95T $2.19B GOOGL
Cheaper on earningsLower P/E, profitable companies only 35.5x 16.8x -14.0x GOOGL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 30.8x 15.4x — GOOGL
Faster revenue growthRevenue growth, trailing twelve months +7.6% +22.2% +45.8% PONY
More profitableNet margin, trailing twelve months 7.7% — -109.6% DV
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield — 0.26% — –
Better 1-year returnPrice return, last 12 months +14.5% +21.5% -76.9% GOOGL
Better 5-year returnAnnualised price return, 5 years -19.3%/yr +17.0%/yr — GOOGL
Less volatileAnnualised volatility, 1 year 44.1% 31.3% 66.3% GOOGL
Higher overall scoreMean of the five percentile scores vs peers 68/100 54/100 78/100 PONY

Percentile Scorecard

DVGOOGLPONY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisDVGOOGLPONY
Valuation 56 #74 of 166 30 #117 of 166 67 #5 of 13
Growth 48 #80 of 152 82 #29 of 152 82 #3 of 12
Profitability 77 #36 of 152 62 #58 of 152 73 #4 of 12
Financial Health 90 #18 of 179 79 #38 of 179 92 #2 of 13
Shareholder Returns 68 #31 of 94 19 #76 of 94 –
Overall 68 54 78
  • DV ranked among 185 companies in Internet Platforms
  • GOOGL ranked among 185 companies in Internet Platforms
  • PONY ranked among 14 companies in Robotics and Automation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodDVGOOGLPONYSPY
1 month +1.2%-5.2%-27.2% +0.9%
3 months +17.6%-3.5%-34.1% +5.9%
6 months +23.7%-7.2%-47.2% +8.5%
Year to date +18.5%+3.8%-65.2% +13.3%
1 year +14.5%+21.5%-76.9% +12.4%
3 years -49.1%+165.9%— +88.1%
3 years, per year -20.2%+38.6%— +23.5%
5 years -65.7%+119.4%— +68.2%
5 years, per year -19.3%+17.0%— +11.0%
10 years —+692.8%— +263.4%
10 years, per year —+23.0%— +13.8%

Risk

MeasureDVGOOGLPONYSPY
Volatility, 1Y 44.1%31.3%66.3% 12.7%
Downside volatility, 1Y 47.3%28.9%70.4% 12.7%
Beta vs S&P 500, 1Y 0.551.352.80 1.00
Return / volatility, 1Y 0.330.69-1.16 0.98
Max drawdown, 5Y -79.7%-44.3%-82.4% -25.4%
From 52-week high 0.0%-19.3%-76.9% -0.9%
52-week high $13.56$402.62$21.87 $779.14
52-week low $8.61$267.47$4.93 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleDVGOOGLPONY
P/E now vs peer median 35.5xmedian 16.8x 16.8xmedian 16.8x -14.0x
P/S now vs peer median 2.7xmedian 1.4x 8.4xmedian 1.4x 17.5xmedian 17.8x
EV/EBITDA now vs peer median 11.9xmedian 13.9x —median 13.9x —
P/FCF now vs peer median 13.1xmedian 11.4x 77.8xmedian 11.4x -10.8xmedian 14.9x
P/B now vs peer median 1.9xmedian 1.8x 5.8xmedian 1.8x 1.4xmedian 1.1x
PEG now vs peer median 5.56median 0.36 0.29median 0.36 —

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsDVGOOGLPONY
Revenue $768.82M $471.10B $125.04M
Gross profit $633.77M – $20.29M
Operating income $97.55M $156.98B -$267.63M
Net income $58.86M $235.69B -$99.78M
Free cash flow $160.55M – -$203.60M
R&D $178.30M $74.46B $225.02M
EPS (diluted) $0.37 $19.12 $-0.36
Cash & equivalents $210.17M $56.33B $327.11M
Shares (diluted) 157.89M 12.31B 379.91M
Enterprise value $1.26B $3.63T $1.15B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricDVGOOGLPONY
P/E 35.5x 16.8x -14.0x
P/FCF 13.1x 77.8x -10.8x
P/Operating cash flow 10.3x 22.0x -10.8x
P/S 2.7x 8.4x 17.5x
P/B 1.9x 5.8x 1.4x
P/Tangible book 2.1x 5.9x 1.4x
EV/EBITDA 11.9x – –
EV/EBIT 19.4x – -4.0x
EV/Revenue 2.5x 7.8x 8.6x
EV/FCF 11.8x – -5.3x
EV/Operating cash flow 9.3x 20.5x -5.3x
PEG (3Y EPS CAGR) 5.56 0.29 –

Growth

14 metrics
MetricDVGOOGLPONY
Revenue growth (1Y) 7.6% 22.2% 45.8%
Revenue CAGR (3Y) 15.3% 16.6% –
Gross profit growth (1Y) 8.1% – 39.0%
Gross profit CAGR (3Y) 15.6% – –
Operating income growth (1Y) 15.1% 26.5% 19.2%
Operating income CAGR (3Y) 10.2% 25.8% –
Net income growth (1Y) 11.6% 89.7% 66.7%
Net income CAGR (3Y) 3.3% 52.3% –
EPS growth (1Y) 17.9% 87.8% 86.9%
EPS CAGR (3Y) 6.4% 57.2% –
Operating cash flow growth (1Y) 14.0% 18.6% -55.2%
Operating cash flow CAGR (3Y) 26.7% 19.0% –
Free cash flow growth (1Y) 7.1% – -55.2%
Free cash flow CAGR (3Y) 34.2% – –

Profitability

14 metrics
MetricDVGOOGLPONY
Gross margin 82.4% – 16.2%
EBITDA margin 20.7% – –
Operating margin 12.7% – -214.0%
Pretax margin 12.2% – -68.0%
Net margin 7.7% – -109.6%
FCF margin 20.9% – -162.8%
Operating cash flow margin 26.6% 38.1% -162.8%
Return on equity 5.4% 35.8% –
Return on assets 4.6% 24.5% –
Return on invested capital – – –
Return on capital employed 8.2% – –
Asset turnover 0.6x 0.5x –
Cash conversion (OCF / net income) 3.5x 0.8x 2.0x
Stock comp / revenue 13.4% 6.5% –

Financial Health

11 metrics
MetricDVGOOGLPONY
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 16.5% 32.5% 9.4%
Equity / assets 83.5% 67.5% 90.6%
Interest coverage 55.5x – –
Current ratio 4.5x 2.8x 15.9x
Quick ratio 4.7x 2.0x 15.1x
Cash ratio 2.0x 2.0x 14.4x
Altman Z-score 7.36 – –

Shareholder Returns

7 metrics
MetricDVGOOGLPONY
Dividend yield – 0.3% –
Net buyback yield 7.0% – –
Shareholder yield 7.0% 0.3% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusDVGOOGLPONY
Forward P/E 30.8xFY2026 15.4xFY2026 –
EPS, next fiscal year $0.44FY2026 $21.10FY2026 $-0.61FY2026
EPS growth, next FY +46.7%FY2026 +95.2%FY2026 –
EPS growth, the year after +36.4% -31.6% –
Revenue, next fiscal year $841.13MFY2026 $528.22BFY2026 $144.05MFY2026
Revenue growth, next FY +12.4%FY2026 +31.1%FY2026 +60.1%FY2026
Revenue growth, the year after +0.8% +21.6% +110.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersDVGOOGLPONY
Held by institutions 100.0% 80.1% 35.9%
Institutions holding 315 5,741 155
Change in shares held, QoQ +1.2% +4.6% +22.5%
Institutions buying 167 2,657 101
Institutions selling 114 2,573 33
Buyers to sellers 1.46 1.03 3.06

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

DVGOOGLPONY
DV 1.00 0.18 0.14
GOOGL 0.18 1.00 0.24
PONY 0.14 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, DV, GOOGL and PONY?

Alphabet (GOOGL) is the largest by market capitalisation: DoubleVerify Holdings (DV) $2.10B, Alphabet (GOOGL) $3.95T, Pony AI (PONY) $2.19B.

Which stock is cheaper, DV, GOOGL and PONY?

Alphabet (GOOGL) trades on the lowest price-to-earnings ratio (DoubleVerify Holdings (DV) 35.5x, Alphabet (GOOGL) 16.8x, Pony AI (PONY) -14.0x). On next year's consensus earnings, Alphabet (GOOGL) is cheapest (DoubleVerify Holdings (DV) 30.8x, Alphabet (GOOGL) 15.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Pony AI (PONY) grew revenue fastest over the trailing twelve months: DoubleVerify Holdings (DV) +7.6%, Alphabet (GOOGL) +22.2%, Pony AI (PONY) +45.8%.

Which company is more profitable?

DoubleVerify Holdings (DV) has the highest net margin (DoubleVerify Holdings (DV) 7.7%, Pony AI (PONY) -109.6%).

Which stock has performed better?

Over the past year Alphabet (GOOGL) returned the most: DoubleVerify Holdings (DV) +14.5%, Alphabet (GOOGL) +21.5%, Pony AI (PONY) -76.9%. Over five years, Alphabet (GOOGL) compounded fastest (DoubleVerify Holdings (DV) -19.3%/yr, Alphabet (GOOGL) +17.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Alphabet (GOOGL) 0.26%. DoubleVerify Holdings (DV) and Pony AI (PONY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Alphabet (GOOGL) has been the steadiest (DoubleVerify Holdings (DV) 44.1%, Alphabet (GOOGL) 31.3%, Pony AI (PONY) 66.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, DV, GOOGL and PONY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Alphabet (GOOGL) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.