ADBE vs TTD: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Adobe Inc. · Technology
$248.16
+163.1% upside to fair value
High Conviction
Grade B
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
ADBE trades at a lower forward P/E
(14.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
TTD |
| Current Price |
$248.16 |
$22.76 |
| Fair Value Estimate |
$653.00 |
$134.00 |
| Upside to Fair Value |
+163.1%
|
+488.8%
|
| Market Cap |
$101.2B |
$10.8B |
| Forward P/E |
14.1x
|
24.6x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
4.1x
|
3.7x
|
| Price / FCF |
9.8x
|
13.8x
|
| Revenue Growth YoY |
+3.3%
|
+14.5%
|
| Gross Margin |
89.1%
|
78.6%
|
| Operating Margin |
36.6%
|
20.3%
|
| Return on Equity |
62.3%
|
16.9%
|
| Dividend Yield |
— |
— |
| FCF Yield |
10.2%
|
7.3%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Adobe Inc. develops industry-leading creative software, digital experience platforms, and publishing tools, powering digital content creation and marketing for professionals worldwide. The business excels with high gross margins above 89%, a sticky subscription model driving recurring revenue over $17B ARR, and dominant moats in digital media, though it faces intensifying AI competition and slowi…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
ADBE |
TTD |
| Zone Low |
$490.00 |
$100.00 |
| Zone High |
$555.00 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|