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 2026-05-09.
The Goldman Sachs Group, Inc. · Financial Services
$926.55
-45.0% upside to fair value
Grade D
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
TTD |
| Current Price |
$926.55 |
$23.08 |
| Fair Value Estimate |
$509.60 |
$33.47 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$275.0B |
$10.8B |
| Forward P/E |
15.6x
|
25.3x
|
| EV / EBITDA |
30.6x
|
14.3x
|
| Price / Sales |
2.5x
|
3.6x
|
| Price / FCF |
-5.8x
|
13.0x
|
| Revenue Growth YoY |
-45.4%
|
+11.8%
|
| Gross Margin |
55.5%
|
77.8%
|
| Operating Margin |
20.5%
|
20.3%
|
| Return on Equity |
14.6%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
7.71%
|
| 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. The company benefits from a high-quality business model characterized by strong brand recognition, deep client relationships, and a history of stable leadership. However, the stock is currently significantly overvalued, tra…
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
GS |
TTD |
| Zone Low |
$382.20 |
$25.10 |
| Zone High |
$433.16 |
$28.45 |
| In Buy Zone? |
No
|
Yes
|