KO vs TTD: Which Is the Better Buy?
Side-by-side comparison of The Coca-Cola Company and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
The Coca-Cola Company · Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction
Grade C
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
KO has more upside to fair value
(+15.5%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
TTD |
| Current Price |
$88.71 |
$14.26 |
| Fair Value Estimate |
$102.44 |
$14.00 |
| Upside to Fair Value |
+15.5%
|
-1.8%
|
| Market Cap |
$381.7B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.8x
|
7.5x
|
| Price / Sales |
7.6x
|
2.2x
|
| Price / FCF |
26.7x
|
7.8x
|
| Revenue Growth YoY |
+6.7%
|
+3.0%
|
| Gross Margin |
61.9%
|
83.0%
|
| Operating Margin |
29.6%
|
19.6%
|
| Return on Equity |
43.0%
|
16.1%
|
| Dividend Yield |
2.37% |
0% |
| FCF Yield |
3.75%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, …
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 |
KO |
TTD |
| Zone Low |
$76.83 |
$10.50 |
| Zone High |
$87.07 |
$11.90 |
| In Buy Zone? |
No
|
No
|