MSFT vs TTD: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
TTD |
| Current Price |
$429.25 |
$23.08 |
| Fair Value Estimate |
$423.82 |
$33.47 |
| Upside to Fair Value |
-1.3%
|
+45.0%
|
| Market Cap |
$3,187.4B |
$10.8B |
| Forward P/E |
26.8x
|
25.3x
|
| EV / EBITDA |
17.2x
|
14.3x
|
| Price / Sales |
10.4x
|
3.6x
|
| Price / FCF |
41.2x
|
13.0x
|
| Revenue Growth YoY |
+16.7%
|
+11.8%
|
| Gross Margin |
68.6%
|
77.8%
|
| Operating Margin |
46.7%
|
20.3%
|
| Return on Equity |
33.6%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.43%
|
7.71%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
MSFT |
TTD |
| Zone Low |
$317.87 |
$25.10 |
| Zone High |
$360.25 |
$28.45 |
| In Buy Zone? |
No
|
Yes
|