INTU vs TTD: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
TTD |
| Current Price |
$396.57 |
$23.08 |
| Fair Value Estimate |
$575.03 |
$33.47 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$110.4B |
$10.8B |
| Forward P/E |
19.5x
|
25.3x
|
| EV / EBITDA |
19.0x
|
14.3x
|
| Price / Sales |
5.9x
|
3.6x
|
| Price / FCF |
18.1x
|
13.0x
|
| Revenue Growth YoY |
+15.6%
|
+11.8%
|
| Gross Margin |
80.8%
|
77.8%
|
| Operating Margin |
26.1%
|
20.3%
|
| Return on Equity |
19.6%
|
16.9%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
7.71%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
TTD |
| Zone Low |
$431.27 |
$25.10 |
| Zone High |
$488.78 |
$28.45 |
| In Buy Zone? |
Yes
|
Yes
|