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 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
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%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
TTD |
| Current Price |
$91.02 |
$22.76 |
| Fair Value Estimate |
$178.10 |
$134.00 |
| Upside to Fair Value |
+95.7%
|
+488.8%
|
| Market Cap |
$383.3B |
$10.8B |
| Forward P/E |
28.7x
|
24.6x
|
| EV / EBITDA |
11.4x
|
—
|
| Price / Sales |
8.2x
|
3.7x
|
| Price / FCF |
32.2x
|
13.8x
|
| Revenue Growth YoY |
+16.2%
|
+14.5%
|
| Gross Margin |
49.0%
|
78.6%
|
| Operating Margin |
29.7%
|
20.3%
|
| Return on Equity |
49.2%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.1%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
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 |
NFLX |
TTD |
| Zone Low |
$133.57 |
$100.00 |
| Zone High |
$151.38 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|