INTU vs TTD: Which Is the Better Buy?

Side-by-side comparison of Intuit Inc. and The Trade Desk, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
Intuit Inc. ยท Technology
$279.70
+45.0% upside to fair value
Grade A High Quality
VS
The Trade Desk, Inc. ยท Communication Services
$18.51
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
INTU trades at a lower forward P/E (16.9x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric INTU TTD
Current Price $279.70 $18.51
Fair Value Estimate $405.56 $26.84
Upside to Fair Value +45.0% +45.0%
Market Cap $76.5B $8.7B
Forward P/E 16.9x 20.3x
EV / EBITDA 11.2x 10.5x
Price / Sales 3.7x 2.9x
Price / FCF 9.9x 10.4x
Revenue Growth YoY +10.4% +11.8%
Gross Margin 81.0% 77.8%
Operating Margin 27.5% 20.3%
Return on Equity 23.3% 16.9%
Dividend Yield 0% 0%
FCF Yield 10.08% 9.62%
Analyst Consensus Buy Hold
Investment Thesis
INTU โ€” Intuit Inc.
Intuit Inc. is a leading technology company specializing in software applications for financial management, including popular products like TurboTax and QuickBooks. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, high gross margins of 81%, and a robust return on equity of 23.3%. Despite a moderate revenue growth of 10.4% and eaโ€ฆ
TTD โ€” The Trade Desk, Inc.
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 โ€ฆ
Accumulation Zones
Metric INTU TTD
Zone Low $304.17 $20.13
Zone High $344.73 $22.81
In Buy Zone? Yes Yes
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