GS vs TTD: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
The Trade Desk, Inc. · Communication Services
$18.51
+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
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
TTD |
| Current Price |
$1,045.91 |
$18.51 |
| Fair Value Estimate |
$575.25 |
$26.84 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$308.6B |
$8.7B |
| Forward P/E |
23.6x
|
20.3x
|
| EV / EBITDA |
15.9x
|
10.5x
|
| Price / Sales |
3.1x
|
2.9x
|
| Price / FCF |
-7.4x
|
10.4x
|
| Revenue Growth YoY |
-35.0%
|
+11.8%
|
| Gross Margin |
47.4%
|
77.8%
|
| Operating Margin |
17.8%
|
20.3%
|
| Return on Equity |
15.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
9.62%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
GS |
TTD |
| Zone Low |
$431.44 |
$20.13 |
| Zone High |
$488.96 |
$22.81 |
| In Buy Zone? |
No
|
Yes
|