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 2026-04-16.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
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 |
GE |
TTD |
| Current Price |
$308.35 |
$22.76 |
| Fair Value Estimate |
$171.94 |
$134.00 |
| Upside to Fair Value |
-44.2%
|
+488.8%
|
| Market Cap |
$325.2B |
$10.8B |
| Forward P/E |
37.8x
|
24.6x
|
| EV / EBITDA |
27.9x
|
—
|
| Price / Sales |
7.2x
|
3.7x
|
| Price / FCF |
45.2x
|
13.8x
|
| Revenue Growth YoY |
+18.5%
|
+14.5%
|
| Gross Margin |
36.8%
|
78.6%
|
| Operating Margin |
19.1%
|
20.3%
|
| Return on Equity |
46.6%
|
16.9%
|
| Dividend Yield |
0.44% |
— |
| FCF Yield |
2.21%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
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 |
GE |
TTD |
| Zone Low |
$128.96 |
$100.00 |
| Zone High |
$146.15 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|