AMAT vs TTD: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Applied Materials, Inc. · Technology
$474.38
-3.5% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMAT |
TTD |
| Current Price |
$474.38 |
$14.26 |
| Fair Value Estimate |
$457.95 |
$14.00 |
| Upside to Fair Value |
-3.5%
|
-1.8%
|
| Market Cap |
$376.6B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
7.5x
|
| Price / Sales |
12.2x
|
2.2x
|
| Price / FCF |
67.0x
|
7.8x
|
| Revenue Growth YoY |
+24.8%
|
+3.0%
|
| Gross Margin |
49.4%
|
83.0%
|
| Operating Margin |
30.5%
|
19.6%
|
| Return on Equity |
40.4%
|
16.1%
|
| Dividend Yield |
0.42% |
0% |
| FCF Yield |
1.49%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Applied Materials is the largest supplier of wafer fabrication equipment, providing deposition, etch, ion implantation, and process-control tools alongside a growing Applied Global Services aftermarket business to semiconductor manufacturers worldwide. The business quality is high: TTM gross margin of 49.4%, TTM operating margin of 30.5%, TTM net margin of 30.1%, and ROE of 40.4% reflect a durabl…
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 |
AMAT |
TTD |
| Zone Low |
$343.46 |
$10.50 |
| Zone High |
$389.26 |
$11.90 |
| In Buy Zone? |
No
|
No
|