HON vs TTD: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
TTD |
| Current Price |
$212.55 |
$14.26 |
| Fair Value Estimate |
$194.50 |
$14.00 |
| Upside to Fair Value |
-8.5%
|
-1.8%
|
| Market Cap |
$67.4B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
7.5x
|
| Price / Sales |
1.9x
|
2.2x
|
| Price / FCF |
16.4x
|
7.8x
|
| Revenue Growth YoY |
-6.1%
|
+3.0%
|
| Gross Margin |
36.6%
|
83.0%
|
| Operating Margin |
14.1%
|
19.6%
|
| Return on Equity |
41.7%
|
16.1%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
6.11%
|
12.89%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
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 |
HON |
TTD |
| Zone Low |
$145.88 |
$10.50 |
| Zone High |
$165.32 |
$11.90 |
| In Buy Zone? |
No
|
No
|