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 2026-09-26.
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
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
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
TTD |
| Current Price |
$225.07 |
$14.26 |
| Fair Value Estimate |
$326.35 |
$14.00 |
| Upside to Fair Value |
+45.0%
|
-1.8%
|
| Market Cap |
$5,451.4B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
7.5x
|
| Price / Sales |
18.0x
|
2.2x
|
| Price / FCF |
42.9x
|
7.8x
|
| Revenue Growth YoY |
+105.9%
|
+3.0%
|
| Gross Margin |
74.7%
|
83.0%
|
| Operating Margin |
65.2%
|
19.6%
|
| Return on Equity |
110.1%
|
16.1%
|
| Dividend Yield |
0.23% |
0% |
| FCF Yield |
2.33%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
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 |
NVDA |
TTD |
| Zone Low |
$244.76 |
$10.50 |
| Zone High |
$277.40 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|