JPM vs TTD: Which Is the Better Buy?
Side-by-side comparison of JPMorgan Chase & Co. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
JPMorgan Chase & Co. · Financial Services
$309.87
-6.4% upside to fair value
High Conviction
Grade A-
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JPM |
TTD |
| Current Price |
$309.87 |
$22.76 |
| Fair Value Estimate |
$290.00 |
$134.00 |
| Upside to Fair Value |
-6.4%
|
+488.8%
|
| Market Cap |
$835.7B |
$10.8B |
| Forward P/E |
14.3x
|
24.6x
|
| EV / EBITDA |
17.6x
|
—
|
| Price / Sales |
3.0x
|
3.7x
|
| Price / FCF |
—
|
13.8x
|
| Revenue Growth YoY |
+3.3%
|
+14.5%
|
| Gross Margin |
59.99%
|
78.6%
|
| Operating Margin |
25.9%
|
20.3%
|
| Return on Equity |
15.95%
|
16.9%
|
| Dividend Yield |
1.9% |
— |
| FCF Yield |
—
|
7.3%
|
| Analyst Consensus |
Overweight
|
Buy
|
Investment Thesis
JPMorgan Chase is the largest U.S. bank by assets ($4.4T) and the most diversified financial services franchise globally, operating across consumer banking, investment banking, commercial banking, and asset management. Under Jamie Dimon's two-decade leadership, the firm has consistently gained market share, delivered sector-leading ROE of 16%, and invested aggressively in technology ($17B+ annual…
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 |
JPM |
TTD |
| Zone Low |
$220.00 |
$100.00 |
| Zone High |
$250.00 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|