GEV vs TTD: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
TTD |
| Current Price |
$951.82 |
$14.26 |
| Fair Value Estimate |
$1,288.67 |
$14.00 |
| Upside to Fair Value |
+35.4%
|
-1.8%
|
| Market Cap |
$253.5B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
7.5x
|
| Price / Sales |
6.1x
|
2.2x
|
| Price / FCF |
20.5x
|
7.8x
|
| Revenue Growth YoY |
+21.9%
|
+3.0%
|
| Gross Margin |
20.2%
|
83.0%
|
| Operating Margin |
4.4%
|
19.6%
|
| Return on Equity |
83.4%
|
16.1%
|
| Dividend Yield |
0.18% |
0% |
| FCF Yield |
4.88%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
GEV |
TTD |
| Zone Low |
$966.50 |
$10.50 |
| Zone High |
$1,095.37 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|