BA vs TTD: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
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%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
TTD |
| Current Price |
$217.63 |
$22.76 |
| Fair Value Estimate |
$260.00 |
$134.00 |
| Upside to Fair Value |
+19.5%
|
+488.8%
|
| Market Cap |
$170.9B |
$10.8B |
| Forward P/E |
74.0x
|
24.6x
|
| EV / EBITDA |
28.4x
|
—
|
| Price / Sales |
1.9x
|
3.7x
|
| Price / FCF |
-88.2x
|
13.8x
|
| Revenue Growth YoY |
+34.5%
|
+14.5%
|
| Gross Margin |
4.8%
|
78.6%
|
| Operating Margin |
-6.1%
|
20.3%
|
| Return on Equity |
41.0%
|
16.9%
|
| Dividend Yield |
0.2% |
— |
| FCF Yield |
-1.1%
|
7.3%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
TTD |
| Zone Low |
$195.00 |
$100.00 |
| Zone High |
$221.00 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|