DE vs TTD: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-09.
Deere & Company · Industrials
$596.74
-29.8% 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.
See all research →
Valuation & Fundamentals
| Metric |
DE |
TTD |
| Current Price |
$596.74 |
$18.51 |
| Fair Value Estimate |
$418.72 |
$26.84 |
| Upside to Fair Value |
-29.8%
|
+45.0%
|
| Market Cap |
$161.1B |
$8.7B |
| Forward P/E |
33.7x
|
20.3x
|
| EV / EBITDA |
19.0x
|
10.5x
|
| Price / Sales |
3.4x
|
2.9x
|
| Price / FCF |
42.8x
|
10.4x
|
| Revenue Growth YoY |
+6.7%
|
+11.8%
|
| Gross Margin |
35.4%
|
77.8%
|
| Operating Margin |
18.4%
|
20.3%
|
| Return on Equity |
18.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.34%
|
9.62%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
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 |
DE |
TTD |
| Zone Low |
$314.04 |
$20.13 |
| Zone High |
$355.91 |
$22.81 |
| In Buy Zone? |
No
|
Yes
|