AAPL vs TTD: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and The Trade Desk, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
Apple Inc. Β· Technology
$337.02
+9.9% upside to fair value
Med Conviction Grade B High Quality
VS
The Trade Desk, Inc. Β· Communication Services
$14.26
-1.8% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
AAPL has more upside to fair value (+9.9%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL TTD
Current Price $337.02 $14.26
Fair Value Estimate $370.54 $14.00
Upside to Fair Value +9.9% -1.8%
Market Cap $4,949.9B $6.7B
Forward P/E β€” β€”
EV / EBITDA 29.6x 7.5x
Price / Sales 10.6x 2.2x
Price / FCF 36.2x 7.8x
Revenue Growth YoY +16.4% +3.0%
Gross Margin 48.7% 83.0%
Operating Margin 33.2% 19.6%
Return on Equity 137.2% 16.1%
Dividend Yield 0.31% 0%
FCF Yield 2.76% 12.89%
Analyst Consensus Buy Hold
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
TTD β€” The Trade Desk, Inc.
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
Metric AAPL TTD
Zone Low $277.91 $10.50
Zone High $314.96 $11.90
In Buy Zone? No No
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