MU vs TTD: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
TTD |
| Current Price |
$1,080.53 |
$14.26 |
| Fair Value Estimate |
$1,124.98 |
$14.00 |
| Upside to Fair Value |
+4.1%
|
-1.8%
|
| Market Cap |
$1,220.3B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
7.5x
|
| Price / Sales |
13.5x
|
2.2x
|
| Price / FCF |
46.6x
|
7.8x
|
| Revenue Growth YoY |
+345.7%
|
+3.0%
|
| Gross Margin |
72.6%
|
83.0%
|
| Operating Margin |
65.7%
|
19.6%
|
| Return on Equity |
70.5%
|
16.1%
|
| Dividend Yield |
0.05% |
0% |
| FCF Yield |
2.15%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
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 |
MU |
TTD |
| Zone Low |
$843.74 |
$10.50 |
| Zone High |
$956.23 |
$11.90 |
| In Buy Zone? |
No
|
No
|