COST vs TTD: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+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
(20.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
TTD |
| Current Price |
$947.50 |
$18.51 |
| Fair Value Estimate |
$933.84 |
$26.84 |
| Upside to Fair Value |
-1.4%
|
+45.0%
|
| Market Cap |
$420.2B |
$8.7B |
| Forward P/E |
47.6x
|
20.3x
|
| EV / EBITDA |
28.3x
|
10.5x
|
| Price / Sales |
1.4x
|
2.9x
|
| Price / FCF |
47.7x
|
10.4x
|
| Revenue Growth YoY |
+11.6%
|
+11.8%
|
| Gross Margin |
12.9%
|
77.8%
|
| Operating Margin |
3.8%
|
20.3%
|
| Return on Equity |
28.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.1%
|
9.62%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
COST |
TTD |
| Zone Low |
$700.38 |
$20.13 |
| Zone High |
$793.76 |
$22.81 |
| In Buy Zone? |
No
|
Yes
|