BAC vs TTD: Which Is the Better Buy?
Side-by-side comparison of Bank of America Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Bank of America Corporation · Financial Services
$52.54
+7.3% upside to fair value
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%).
BAC trades at a lower forward P/E
(12.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BAC |
TTD |
| Current Price |
$52.54 |
$22.76 |
| Fair Value Estimate |
$56.39 |
$134.00 |
| Upside to Fair Value |
+7.3%
|
+488.8%
|
| Market Cap |
$377.1B |
$10.8B |
| Forward P/E |
12.1x
|
24.6x
|
| EV / EBITDA |
12.8x
|
—
|
| Price / Sales |
2.0x
|
3.7x
|
| Price / FCF |
29.9x
|
13.8x
|
| Revenue Growth YoY |
-0.5%
|
+14.5%
|
| Gross Margin |
56.1%
|
78.6%
|
| Operating Margin |
19.7%
|
20.3%
|
| Return on Equity |
10.1%
|
16.9%
|
| Dividend Yield |
2.09% |
— |
| FCF Yield |
3.35%
|
7.3%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Bank of America is a top-two U.S. bank by assets with $3.4 trillion on its balance sheet, generating $30.5 billion in net income in 2025 on the back of 12.5% earnings growth. The bank benefits from scale in consumer deposits, a recovering investment banking franchise, and an expanding digital platform serving 47 million active users. At 12.7x trailing earnings and 1.97x sales, BAC trades at a fai…
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 |
BAC |
TTD |
| Zone Low |
$42.29 |
$100.00 |
| Zone High |
$47.93 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|