DELL vs TTD: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
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 |
DELL |
TTD |
| Current Price |
$450.22 |
$18.51 |
| Fair Value Estimate |
$391.48 |
$26.84 |
| Upside to Fair Value |
-13.0%
|
+45.0%
|
| Market Cap |
$299.1B |
$8.7B |
| Forward P/E |
35.2x
|
20.3x
|
| EV / EBITDA |
22.9x
|
10.5x
|
| Price / Sales |
2.2x
|
2.9x
|
| Price / FCF |
31.7x
|
10.4x
|
| Revenue Growth YoY |
+87.5%
|
+11.8%
|
| Gross Margin |
19.2%
|
77.8%
|
| Operating Margin |
8.0%
|
20.3%
|
| Return on Equity |
-363.2%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
9.62%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
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 |
DELL |
TTD |
| Zone Low |
$293.61 |
$20.13 |
| Zone High |
$332.76 |
$22.81 |
| In Buy Zone? |
No
|
Yes
|