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 2026-09-18.
JPMorgan Chase & Co. · Financial Services
$350.13
+26.9% upside to fair value
Med Conviction
Grade A-
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+26.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JPM |
TTD |
| Current Price |
$350.13 |
$14.26 |
| Fair Value Estimate |
$444.48 |
$14.00 |
| Upside to Fair Value |
+26.9%
|
-1.8%
|
| Market Cap |
$938.2B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.0x
|
7.5x
|
| Price / Sales |
3.1x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+17.9%
|
+3.0%
|
| Gross Margin |
62.6%
|
83.0%
|
| Operating Margin |
28.2%
|
19.6%
|
| Return on Equity |
17.8%
|
16.1%
|
| Dividend Yield |
1.71% |
0% |
| FCF Yield |
—
|
12.89%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
JPMorgan Chase is a diversified global bank spanning consumer banking, cards, payments, commercial banking, investment banking, markets, treasury services, and asset and wealth management, with an unusually high-quality franchise supported by funding scale, distribution, leading market positions and cross-selling across 86.6 million U.S. consumers and more than 90% of Fortune 500 companies. Busin…
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 |
JPM |
TTD |
| Zone Low |
$333.36 |
$10.50 |
| Zone High |
$377.81 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|