NFLX vs TTD: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
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
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
TTD |
| Current Price |
$76.41 |
$14.26 |
| Fair Value Estimate |
$110.00 |
$14.00 |
| Upside to Fair Value |
+44.0%
|
-1.8%
|
| Market Cap |
$318.2B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
7.5x
|
| Price / Sales |
6.6x
|
2.2x
|
| Price / FCF |
29.1x
|
7.8x
|
| Revenue Growth YoY |
+13.4%
|
+3.0%
|
| Gross Margin |
49.1%
|
83.0%
|
| Operating Margin |
29.7%
|
19.6%
|
| Return on Equity |
48.0%
|
16.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.44%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
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 |
NFLX |
TTD |
| Zone Low |
$82.50 |
$10.50 |
| Zone High |
$93.50 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|