DIS vs TTD: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TTD |
| Current Price |
$103.89 |
$18.51 |
| Fair Value Estimate |
$150.64 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$180.4B |
$8.7B |
| Forward P/E |
16.6x
|
20.3x
|
| EV / EBITDA |
11.4x
|
10.5x
|
| Price / Sales |
1.9x
|
2.9x
|
| Price / FCF |
25.4x
|
10.4x
|
| Revenue Growth YoY |
+6.5%
|
+11.8%
|
| Gross Margin |
37.2%
|
77.8%
|
| Operating Margin |
15.5%
|
20.3%
|
| Return on Equity |
10.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.94%
|
9.62%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
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 |
DIS |
TTD |
| Zone Low |
$112.98 |
$20.13 |
| Zone High |
$128.04 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|