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 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
TTD |
| Current Price |
$201.15 |
$14.26 |
| Fair Value Estimate |
$265.00 |
$14.00 |
| Upside to Fair Value |
+31.7%
|
-1.8%
|
| Market Cap |
$159.0B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
7.5x
|
| Price / Sales |
1.7x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+8.0%
|
+3.0%
|
| Gross Margin |
4.7%
|
83.0%
|
| Operating Margin |
-5.4%
|
19.6%
|
| Return on Equity |
104.8%
|
16.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
TTD |
| Zone Low |
$198.75 |
$10.50 |
| Zone High |
$225.25 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|