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 2026-04-16.
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
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%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
TTD |
| Current Price |
$372.20 |
$22.76 |
| Fair Value Estimate |
$493.00 |
$134.00 |
| Upside to Fair Value |
+32.4%
|
+488.8%
|
| Market Cap |
$2,763.6B |
$10.8B |
| Forward P/E |
22.0x
|
24.6x
|
| EV / EBITDA |
17.5x
|
—
|
| Price / Sales |
9.1x
|
3.7x
|
| Price / FCF |
35.8x
|
13.8x
|
| Revenue Growth YoY |
+14.9%
|
+14.5%
|
| Gross Margin |
68.8%
|
78.6%
|
| Operating Margin |
45.6%
|
20.3%
|
| Return on Equity |
29.6%
|
16.9%
|
| Dividend Yield |
0.94% |
— |
| FCF Yield |
2.8%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
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 |
MSFT |
TTD |
| Zone Low |
$370.00 |
$100.00 |
| Zone High |
$419.00 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|