MAR vs TTD: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
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%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
TTD |
| Current Price |
$377.93 |
$22.76 |
| Fair Value Estimate |
$315.15 |
$134.00 |
| Upside to Fair Value |
-16.6%
|
+488.8%
|
| Market Cap |
$100.2B |
$10.8B |
| Forward P/E |
39.0x
|
24.6x
|
| EV / EBITDA |
25.3x
|
—
|
| Price / Sales |
3.8x
|
3.7x
|
| Price / FCF |
34.6x
|
13.8x
|
| Revenue Growth YoY |
+3.1%
|
+14.5%
|
| Gross Margin |
21.3%
|
78.6%
|
| Operating Margin |
15.8%
|
20.3%
|
| Return on Equity |
-79.9%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
2.89%
|
7.3%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
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 |
MAR |
TTD |
| Zone Low |
$236.36 |
$100.00 |
| Zone High |
$267.88 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|