INTC vs TTD: Which Is the Better Buy?

Side-by-side comparison of Intel Corporation and The Trade Desk, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-16.
Intel Corporation Β· Technology
$68.50
-13.9% upside to fair value
High Conviction Grade D
VS
The Trade Desk, Inc. Β· Technology
$22.76
+488.8% upside to fair value
High Conviction Grade A-
QuantHub Verdict
TTD has more upside to fair value (+488.8%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric INTC TTD
Current Price $68.50 $22.76
Fair Value Estimate $59.00 $134.00
Upside to Fair Value -13.9% +488.8%
Market Cap $343.9B $10.8B
Forward P/E -1245.8x 24.6x
EV / EBITDA β€” β€”
Price / Sales 6.5x 3.7x
Price / FCF -69.5x 13.8x
Revenue Growth YoY +0.2% +14.5%
Gross Margin 34.8% 78.6%
Operating Margin -4.2% 20.3%
Return on Equity -0.3% 16.9%
Dividend Yield β€” β€”
FCF Yield β€” 7.3%
Analyst Consensus Hold Buy
Investment Thesis
INTC β€” Intel Corporation
Intel is a legacy semiconductor leader attempting an ambitious turnaround under new CEO Lip-Bu Tan, pivoting from a pure-play chipmaker to an integrated device manufacturer (IDM 2.0) with foundry ambitions. The business remains structurally challenged: PC market share is eroding, foundry execution is unproven, negative free cash flow persists, and margins are compressed. However, the stock trades…
TTD β€” The Trade Desk, Inc.
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 INTC TTD
Zone Low $44.00 $100.00
Zone High $50.00 $114.00
In Buy Zone? No Yes
← INTC Research    TTD Research β†’    All Research