Quick verdict: DV vs JAMF in 2026

In a head-to-head comparison of DV vs JAMF stock for 2026, DoubleVerify Holdings, Inc. (DV) clearly holds the edge, showcasing superior fundamentals across most key metrics. DV emerges as the leader in growth, profitability, and analyst sentiment, while also presenting a more compelling value proposition and significantly higher potential upside. This analysis is for informational purposes only and not investment advice.

DV vs JAMF: key metrics side by side

Full side-by-side comparison of DV and JAMF across valuation, profitability, growth and analyst sentiment. Data updated 2026-05-12.

DV vs JAMF valuation comparison

When considering DV vs JAMF valuation, the metrics present a stark contrast between a profitable company and one still struggling with profitability. DoubleVerify (DV) trades at a P/E ratio of 30.66x, which indicates a positive earnings stream supporting its market capitalization. In contrast, Jamf (JAMF) has a P/E ratio of -42.01x. While a negative P/E is technically “lower” and the scorecard attributes a win to JAMF, it signals that the company is currently unprofitable, rendering traditional P/E comparisons difficult and often suggesting a lack of underlying earnings power rather than a value opportunity.

Beyond P/E, DV appears more attractively valued. Its Price-to-Book (P/B) ratio stands at 1.55x, significantly lower than JAMF’s 2.2x, suggesting DV’s stock price is trading closer to its book value per share. Furthermore, a Discounted Cash Flow (DCF) analysis for DV indicates a substantial upside of +36.9%, with an intrinsic value of $14.28 compared to its current price of $10.43. For JAMF, the DCF model yields a deeply negative upside of -377.5%, with an intrinsic value of $-36.22, which suggests the stock is vastly overvalued based on its future cash flow projections. This divergence in DV vs JAMF fundamentals and valuation clearly positions DV as the more fundamentally sound and potentially undervalued investment based on these metrics.

DV vs JAMF growth comparison

In the realm of growth, DoubleVerify (DV) exhibits stronger momentum compared to Jamf (JAMF). DV reported a year-over-year revenue growth of 13.9%, outpacing JAMF’s 11.9% revenue growth for the trailing twelve months. While both companies operate in the dynamic Technology sector and demonstrate positive revenue expansion, DV’s slightly higher growth rate, coupled with its superior profitability, suggests a more robust and sustainable growth trajectory moving forward.

Beyond top-line revenue, the underlying profitability greatly influences a company’s capacity for self-funded growth. DV’s impressive net margin of 7.16% and EBITDA margin of 19.59% provide significant capital that can be reinvested into research and development, market expansion, and strategic acquisitions, thereby fueling future growth without heavy reliance on external financing. JAMF, on the other hand, operates with a negative net margin of -5.98% and a much lower EBITDA margin of 2.48%. This unprofitability can restrict internal capital generation for growth initiatives, potentially requiring more frequent fundraising or limiting the scope of its expansion efforts. Consequently, DV holds a distinct advantage in maintaining and accelerating its growth.

DV vs JAMF profitability

When analyzing DV vs JAMF profitability, DoubleVerify (DV) stands out as a significantly more efficient and financially sound enterprise. DV boasts a healthy net margin of 7.16%, demonstrating its ability to convert a substantial portion of its revenue into profit. Its EBITDA margin is even more impressive at 19.59%, indicating strong operational efficiency before accounting for depreciation, amortization, interest, and taxes. These figures highlight DV’s successful business model and disciplined cost management.

In stark contrast, Jamf (JAMF) currently operates at a loss, reflected by its net margin of -5.98%. While it does manage a positive EBITDA margin, at a mere 2.48%, it is considerably lower than DV’s, suggesting thinner operational efficiency and higher costs relative to revenue. Both companies currently have an N/A% for Return on Equity (ROE), which is common in rapidly evolving tech companies, or when equity is difficult to calculate meaningfully due to specific accounting practices. However, in terms of free cash flow generation, DV again takes the lead with an FCF yield of 8.43%, outperforming JAMF’s 6.17%. This indicates DV’s superior ability to generate cash above expenses, providing flexibility for investments or debt reduction. Furthermore, DV maintains a very healthy balance sheet with a low Debt/Equity ratio of 0.09x, compared to JAMF’s much higher 0.98x, reinforcing DV’s stronger financial position and lower leverage risk.

Analyst ratings: DV vs JAMF

The professional analyst community demonstrates a clear preference for DoubleVerify (DV) over Jamf (JAMF) in their current ratings and price targets. A consensus among 33 analysts rates DV as a “Buy,” with a substantial 60.6% of these analysts recommending a buy. Their average price target for DV is $13.38, which represents a significant potential upside of +28.3% from its current price of $10.43. This strong endorsement from a larger group of analysts suggests confidence in DV’s future performance and valuation potential.

Conversely, Jamf (JAMF) receives a more cautious outlook from analysts. Only 15 analysts cover JAMF, with a smaller proportion of 33.3% issuing a “Buy” rating. The overall analyst consensus for JAMF is “Hold,” reflecting a more neutral or wait-and-see stance. The average price target set for JAMF is $13, which is effectively flat with its current price of $13.05, representing a marginal downside of -0.4%. This indicates that analysts foresee very limited appreciation potential for JAMF in the near term, further underscoring the perceived stronger investment case for DV according to expert opinion.

Should I buy DV or JAMF stock in 2026?

For growth investors looking to add to their portfolio in 2026, DoubleVerify (DV) presents a more compelling case. With a higher year-over-year revenue growth of 13.9% compared to JAMF’s 11.9%, DV exhibits stronger top-line momentum. Critically, DV’s robust profitability, marked by a 7.16% net margin and 19.59% EBITDA margin, provides a stable foundation for continued expansion and allows for significant reinvestment back into the business. This ability to generate profits sustainably fuels future growth without heavy reliance on external capital, offering a more attractive profile for those prioritizing consistent growth.

From a value perspective, assessing DV vs JAMF fundamentals and valuation reveals DV as the preferable option. While JAMF has a negative P/E ratio of -42.01x, this signifies unprofitability rather than inherent value, as the company is currently losing money. DV, with a positive P/E of 30.66x and a lower Price-to-Book ratio of 1.55x (compared to JAMF’s 2.2x), appears more reasonably valued relative to its assets and earnings. The Discounted Cash Flow (DCF) analysis further reinforces DV’s appeal, projecting a substantial +36.9% upside. In contrast, JAMF’s DCF suggests a significant overvaluation with a -377.5% downside. These metrics suggest DV offers a better risk-reward balance for value-oriented investors.

For income-focused investors, neither DV nor JAMF stock currently offers a dividend yield, with both reporting 0%. Therefore, neither company is suitable for individuals seeking regular income streams from their equity investments. Investors should consider their primary investment objectives, whether it’s growth, value, or income, when deciding if they should buy DV or JAMF stock in 2026. This is not investment advice; please conduct your own thorough research.

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