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 2026-09-18.
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MAR has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
TTD |
| Current Price |
$334.97 |
$14.26 |
| Fair Value Estimate |
$403.81 |
$14.00 |
| Upside to Fair Value |
+20.6%
|
-1.8%
|
| Market Cap |
$87.3B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.2x
|
7.5x
|
| Price / Sales |
3.2x
|
2.2x
|
| Price / FCF |
28.7x
|
7.8x
|
| Revenue Growth YoY |
+4.8%
|
+3.0%
|
| Gross Margin |
20.2%
|
83.0%
|
| Operating Margin |
15.8%
|
19.6%
|
| Return on Equity |
-66.7%
|
16.1%
|
| Dividend Yield |
0.84% |
0% |
| FCF Yield |
3.48%
|
12.89%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
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 |
MAR |
TTD |
| Zone Low |
$302.86 |
$10.50 |
| Zone High |
$343.24 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|