NVDA vs TTD: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
NVIDIA Corporation · Technology
$182.08
+59.3% 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%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
TTD |
| Current Price |
$182.08 |
$22.76 |
| Fair Value Estimate |
$290.00 |
$134.00 |
| Upside to Fair Value |
+59.3%
|
+488.8%
|
| Market Cap |
$4,425.5B |
$10.8B |
| Forward P/E |
—
|
24.6x
|
| EV / EBITDA |
31.4x
|
—
|
| Price / Sales |
21.0x
|
3.7x
|
| Price / FCF |
46.9x
|
13.8x
|
| Revenue Growth YoY |
+65.5%
|
+14.5%
|
| Gross Margin |
71.1%
|
78.6%
|
| Operating Margin |
60.4%
|
20.3%
|
| Return on Equity |
76.3%
|
16.9%
|
| Dividend Yield |
0.02% |
— |
| FCF Yield |
2.13%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
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 |
NVDA |
TTD |
| Zone Low |
$218.00 |
$100.00 |
| Zone High |
$250.00 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|