GE vs TTD: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and The Trade Desk, Inc. β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
GE Aerospace Β· Industrials
$284.60
-24.0% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. Β· Technology
$23.08
+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
(25.3x).
These are model outputs β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
GE |
TTD |
| Current Price |
$284.60 |
$23.08 |
| Fair Value Estimate |
$216.30 |
$33.47 |
| Upside to Fair Value |
-24.0%
|
+45.0%
|
| Market Cap |
$297.4B |
$10.8B |
| Forward P/E |
34.1x
|
25.3x
|
| EV / EBITDA |
27.9x
|
14.3x
|
| Price / Sales |
6.2x
|
3.6x
|
| Price / FCF |
39.8x
|
13.0x
|
| Revenue Growth YoY |
+24.7%
|
+11.8%
|
| Gross Margin |
34.8%
|
77.8%
|
| Operating Margin |
18.5%
|
20.3%
|
| Return on Equity |
46.4%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
7.71%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premiumβ¦
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth β¦
Accumulation Zones
| Metric |
GE |
TTD |
| Zone Low |
$162.23 |
$25.10 |
| Zone High |
$183.86 |
$28.45 |
| In Buy Zone? |
No
|
Yes
|