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 2026-04-16.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
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%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
TTD |
| Current Price |
$907.80 |
$22.76 |
| Fair Value Estimate |
$880.00 |
$134.00 |
| Upside to Fair Value |
-3.1%
|
+488.8%
|
| Market Cap |
$269.4B |
$10.8B |
| Forward P/E |
15.6x
|
24.6x
|
| EV / EBITDA |
29.7x
|
—
|
| Price / Sales |
2.1x
|
3.7x
|
| Price / FCF |
—
|
13.8x
|
| Revenue Growth YoY |
+9.0%
|
+14.5%
|
| Gross Margin |
47.5%
|
78.6%
|
| Operating Margin |
17.5%
|
20.3%
|
| Return on Equity |
13.8%
|
16.9%
|
| Dividend Yield |
1.71% |
— |
| FCF Yield |
—
|
7.3%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
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 |
GS |
TTD |
| Zone Low |
$600.00 |
$100.00 |
| Zone High |
$680.00 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|