HD vs TTD: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
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%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
TTD |
| Current Price |
$337.34 |
$22.76 |
| Fair Value Estimate |
$378.00 |
$134.00 |
| Upside to Fair Value |
+12.1%
|
+488.8%
|
| Market Cap |
$336.0B |
$10.8B |
| Forward P/E |
23.0x
|
24.6x
|
| EV / EBITDA |
18.1x
|
—
|
| Price / Sales |
2.3x
|
3.7x
|
| Price / FCF |
29.7x
|
13.8x
|
| Revenue Growth YoY |
+3.2%
|
+14.5%
|
| Gross Margin |
33.3%
|
78.6%
|
| Operating Margin |
12.7%
|
20.3%
|
| Return on Equity |
110.5%
|
16.9%
|
| Dividend Yield |
2.44% |
— |
| FCF Yield |
3.37%
|
7.3%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
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 |
HD |
TTD |
| Zone Low |
$285.00 |
$100.00 |
| Zone High |
$320.00 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|