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 2026-04-16.
Alphabet Inc. · Communication Services
$317.41
-4.5% 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.
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Valuation & Fundamentals
| Metric |
GOOGL |
TTD |
| Current Price |
$317.41 |
$22.76 |
| Fair Value Estimate |
$303.05 |
$134.00 |
| Upside to Fair Value |
-4.5%
|
+488.8%
|
| Market Cap |
$3,839.7B |
$10.8B |
| Forward P/E |
29.0x
|
24.6x
|
| EV / EBITDA |
21.5x
|
—
|
| Price / Sales |
9.5x
|
3.7x
|
| Price / FCF |
52.4x
|
13.8x
|
| Revenue Growth YoY |
+11.3%
|
+14.5%
|
| Gross Margin |
59.7%
|
78.6%
|
| Operating Margin |
32.0%
|
20.3%
|
| Return on Equity |
35.0%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.91%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
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 |
GOOGL |
TTD |
| Zone Low |
$227.29 |
$100.00 |
| Zone High |
$257.59 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|