DHR vs TTD: Which Is the Better Buy?
Side-by-side comparison of Danaher Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Danaher Corporation · Healthcare
$174.04
+13.2% 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%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
TTD |
| Current Price |
$174.04 |
$22.76 |
| Fair Value Estimate |
$197.01 |
$134.00 |
| Upside to Fair Value |
+13.2%
|
+488.8%
|
| Market Cap |
$123.2B |
$10.8B |
| Forward P/E |
33.4x
|
24.6x
|
| EV / EBITDA |
20.3x
|
—
|
| Price / Sales |
5.0x
|
3.7x
|
| Price / FCF |
23.3x
|
13.8x
|
| Revenue Growth YoY |
+3.7%
|
+14.5%
|
| Gross Margin |
60.7%
|
78.6%
|
| Operating Margin |
21.0%
|
20.3%
|
| Return on Equity |
7.1%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
4.3%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record inc…
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 |
DHR |
TTD |
| Zone Low |
$147.76 |
$100.00 |
| Zone High |
$167.46 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|