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 2026-06-20.
Microsoft Corporation · Technology
$379.40
+45.0% upside to fair value
Grade A
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD trades at a lower forward P/E
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
TTD |
| Current Price |
$379.40 |
$18.51 |
| Fair Value Estimate |
$550.13 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$2,818.3B |
$8.7B |
| Forward P/E |
22.5x
|
20.3x
|
| EV / EBITDA |
14.2x
|
10.5x
|
| Price / Sales |
8.9x
|
2.9x
|
| Price / FCF |
38.6x
|
10.4x
|
| Revenue Growth YoY |
+18.3%
|
+11.8%
|
| Gross Margin |
68.3%
|
77.8%
|
| Operating Margin |
46.8%
|
20.3%
|
| Return on Equity |
33.1%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.59%
|
9.62%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Microsoft Corporation is a leading global technology company specializing in cloud computing, productivity software, and enterprise platforms. The company benefits from a very strong and widening competitive moat supported by scale, switching costs, an integrated ecosystem, and disciplined capital allocation including large buybacks and dividends. Its business quality is high, demonstrated by a 3…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
MSFT |
TTD |
| Zone Low |
$412.60 |
$20.13 |
| Zone High |
$467.61 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|