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 2026-09-25.
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
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
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
TTD |
| Current Price |
$923.29 |
$14.26 |
| Fair Value Estimate |
$1,162.79 |
$14.00 |
| Upside to Fair Value |
+25.9%
|
-1.8%
|
| Market Cap |
$272.4B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.3x
|
7.5x
|
| Price / Sales |
2.3x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+22.9%
|
+3.0%
|
| Gross Margin |
57.3%
|
83.0%
|
| Operating Margin |
24.8%
|
19.6%
|
| Return on Equity |
17.0%
|
16.1%
|
| Dividend Yield |
1.95% |
0% |
| FCF Yield |
—
|
12.89%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
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 |
GS |
TTD |
| Zone Low |
$872.09 |
$10.50 |
| Zone High |
$988.37 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|