ORCL vs TTD: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Oracle Corporation · Technology
$149.12
+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
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ORCL |
TTD |
| Current Price |
$149.12 |
$14.26 |
| Fair Value Estimate |
$216.22 |
$14.00 |
| Upside to Fair Value |
+45.0%
|
-1.8%
|
| Market Cap |
$429.5B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
7.5x
|
| Price / Sales |
6.0x
|
2.2x
|
| Price / FCF |
—
|
7.8x
|
| Revenue Growth YoY |
+29.6%
|
+3.0%
|
| Gross Margin |
63.9%
|
83.0%
|
| Operating Margin |
32.4%
|
19.6%
|
| Return on Equity |
42.6%
|
16.1%
|
| Dividend Yield |
1.34% |
0% |
| FCF Yield |
—
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
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 |
ORCL |
TTD |
| Zone Low |
$162.16 |
$10.50 |
| Zone High |
$183.79 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|