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 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% 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%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TTD |
| Current Price |
$101.31 |
$22.76 |
| Fair Value Estimate |
$168.80 |
$134.00 |
| Upside to Fair Value |
+66.6%
|
+488.8%
|
| Market Cap |
$179.5B |
$10.8B |
| Forward P/E |
14.8x
|
24.6x
|
| EV / EBITDA |
11.4x
|
—
|
| Price / Sales |
1.9x
|
3.7x
|
| Price / FCF |
25.4x
|
13.8x
|
| Revenue Growth YoY |
+5.2%
|
+14.5%
|
| Gross Margin |
37.3%
|
78.6%
|
| Operating Margin |
14.2%
|
20.3%
|
| Return on Equity |
11.3%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.93%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
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 |
DIS |
TTD |
| Zone Low |
$126.60 |
$100.00 |
| Zone High |
$143.48 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|