GE vs TTD: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
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 |
GE |
TTD |
| Current Price |
$360.35 |
$18.51 |
| Fair Value Estimate |
$267.03 |
$26.84 |
| Upside to Fair Value |
-25.9%
|
+45.0%
|
| Market Cap |
$376.5B |
$8.7B |
| Forward P/E |
42.3x
|
20.3x
|
| EV / EBITDA |
33.4x
|
10.5x
|
| Price / Sales |
7.8x
|
2.9x
|
| Price / FCF |
50.5x
|
10.4x
|
| Revenue Growth YoY |
+21.1%
|
+11.8%
|
| Gross Margin |
36.1%
|
77.8%
|
| Operating Margin |
21.0%
|
20.3%
|
| Return on Equity |
46.2%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
9.62%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
TTD |
| Zone Low |
$200.27 |
$20.13 |
| Zone High |
$226.98 |
$22.81 |
| In Buy Zone? |
No
|
Yes
|