GOOGL vs TTD: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% 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
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
TTD |
| Current Price |
$342.36 |
$14.26 |
| Fair Value Estimate |
$399.26 |
$14.00 |
| Upside to Fair Value |
+16.6%
|
-1.8%
|
| Market Cap |
$4,143.3B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
7.5x
|
| Price / Sales |
9.3x
|
2.2x
|
| Price / FCF |
78.1x
|
7.8x
|
| Revenue Growth YoY |
+24.2%
|
+3.0%
|
| Gross Margin |
60.9%
|
83.0%
|
| Operating Margin |
33.1%
|
19.6%
|
| Return on Equity |
50.8%
|
16.1%
|
| Dividend Yield |
0.25% |
0% |
| FCF Yield |
1.28%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
TTD |
| Zone Low |
$299.44 |
$10.50 |
| Zone High |
$339.37 |
$11.90 |
| In Buy Zone? |
No
|
No
|