MA vs TTD: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Mastercard Incorporated · Financial Services
$574.42
+25.0% 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
MA has more upside to fair value
(+25.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MA |
TTD |
| Current Price |
$574.42 |
$14.26 |
| Fair Value Estimate |
$718.00 |
$14.00 |
| Upside to Fair Value |
+25.0%
|
-1.8%
|
| Market Cap |
$503.8B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
7.5x
|
| Price / Sales |
14.4x
|
2.2x
|
| Price / FCF |
30.8x
|
7.8x
|
| Revenue Growth YoY |
+14.1%
|
+3.0%
|
| Gross Margin |
100%
|
83.0%
|
| Operating Margin |
59.8%
|
19.6%
|
| Return on Equity |
232.5%
|
16.1%
|
| Dividend Yield |
0.59% |
0% |
| FCF Yield |
3.25%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Mastercard operates a global payments network that connects issuers, acquirers, merchants and consumers across more than 200 countries and territories, monetizing payment volumes, cross-border activity and higher-growth value-added services. Business quality is high because its two-sided network, trusted authorization-clearing-settlement infrastructure, brand, security capabilities and broad acce…
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 |
MA |
TTD |
| Zone Low |
$538.50 |
$10.50 |
| Zone High |
$610.30 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|