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 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
TTD |
| Current Price |
$406.91 |
$23.08 |
| Fair Value Estimate |
$358.00 |
$33.47 |
| Upside to Fair Value |
-12.0%
|
+45.0%
|
| Market Cap |
$322.9B |
$10.8B |
| Forward P/E |
30.3x
|
25.3x
|
| EV / EBITDA |
30.2x
|
14.3x
|
| Price / Sales |
10.2x
|
3.6x
|
| Price / FCF |
51.6x
|
13.0x
|
| Revenue Growth YoY |
+11.0%
|
+11.8%
|
| Gross Margin |
49.9%
|
77.8%
|
| Operating Margin |
31.9%
|
20.3%
|
| Return on Equity |
47.0%
|
16.9%
|
| Dividend Yield |
0.45% |
0% |
| FCF Yield |
1.94%
|
7.71%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Applied Materials is the world's leading semiconductor and display equipment company, and the May 14 Q2 fiscal 2026 print materially strengthened the operating story. Revenue grew 11 percent year over year to a record $7.91 billion, non-GAAP earnings per share of $2.86 beat consensus of $2.68, and management guided Q3 to a record $8.95 billion in revenue with non-GAAP earnings per share of $3.36 …
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
AMAT |
TTD |
| Zone Low |
$268.50 |
$25.10 |
| Zone High |
$304.30 |
$28.45 |
| In Buy Zone? |
No
|
Yes
|