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 2026-07-13.
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
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 |
HD |
TTD |
| Current Price |
$343.30 |
$18.51 |
| Fair Value Estimate |
$462.14 |
$26.84 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$342.3B |
$8.7B |
| Forward P/E |
24.3x
|
20.3x
|
| EV / EBITDA |
16.5x
|
10.5x
|
| Price / Sales |
2.0x
|
2.9x
|
| Price / FCF |
23.9x
|
10.4x
|
| Revenue Growth YoY |
+4.8%
|
+11.8%
|
| Gross Margin |
33.1%
|
77.8%
|
| Operating Margin |
12.4%
|
20.3%
|
| Return on Equity |
113.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.18%
|
9.62%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
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 |
HD |
TTD |
| Zone Low |
$346.61 |
$20.13 |
| Zone High |
$392.82 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|