MS vs TTD: Which Is the Better Buy?
Side-by-side comparison of Morgan Stanley and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Morgan Stanley · Financial Services
$206.27
+15.9% 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
MS has more upside to fair value
(+15.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MS |
TTD |
| Current Price |
$206.27 |
$14.26 |
| Fair Value Estimate |
$239.00 |
$14.00 |
| Upside to Fair Value |
+15.9%
|
-1.8%
|
| Market Cap |
$325.4B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.5x
|
7.5x
|
| Price / Sales |
2.6x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+22.4%
|
+3.0%
|
| Gross Margin |
59.7%
|
83.0%
|
| Operating Margin |
20.7%
|
19.6%
|
| Return on Equity |
18.1%
|
16.1%
|
| Dividend Yield |
2.01% |
0% |
| FCF Yield |
—
|
12.89%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Morgan Stanley is a diversified capital-markets and wealth-management franchise spanning institutional securities, advisor-led and self-directed wealth, workplace services, and investment management. Business quality is solid but inherently cyclical: it combines $8.084 trillion of wealth client assets and $2.004 trillion of investment-management AUM/AUS with a strengthening 15.5% institutional pe…
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 |
MS |
TTD |
| Zone Low |
$179.25 |
$10.50 |
| Zone High |
$203.15 |
$11.90 |
| In Buy Zone? |
No
|
No
|