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 2026-05-04.
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% upside to fair value
Grade D
High Quality
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%).
KO trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
TTD |
| Current Price |
$78.19 |
$22.76 |
| Fair Value Estimate |
$72.12 |
$134.00 |
| Upside to Fair Value |
-7.8%
|
+488.8%
|
| Market Cap |
$336.5B |
$10.8B |
| Forward P/E |
24.6x
|
24.6x
|
| EV / EBITDA |
19.9x
|
—
|
| Price / Sales |
6.8x
|
3.7x
|
| Price / FCF |
26.8x
|
13.8x
|
| Revenue Growth YoY |
+12.1%
|
+14.5%
|
| Gross Margin |
61.7%
|
78.6%
|
| Operating Margin |
29.3%
|
20.3%
|
| Return on Equity |
43.6%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.73%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
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 |
KO |
TTD |
| Zone Low |
$54.09 |
$100.00 |
| Zone High |
$61.30 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|