QCOM vs TTD: Which Is the Better Buy?
Side-by-side comparison of QUALCOMM Incorporated and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
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 |
QCOM |
TTD |
| Current Price |
$134.47 |
$22.76 |
| Fair Value Estimate |
$239.00 |
$134.00 |
| Upside to Fair Value |
+77.7%
|
+488.8%
|
| Market Cap |
$143.6B |
$10.8B |
| Forward P/E |
26.8x
|
24.6x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
3.2x
|
3.7x
|
| Price / FCF |
11.1x
|
13.8x
|
| Revenue Growth YoY |
+8.7%
|
+14.5%
|
| Gross Margin |
55.1%
|
78.6%
|
| Operating Margin |
27.1%
|
20.3%
|
| Return on Equity |
21.6%
|
16.9%
|
| Dividend Yield |
— |
— |
| FCF Yield |
9.0%
|
7.3%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
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 |
QCOM |
TTD |
| Zone Low |
$179.00 |
$100.00 |
| Zone High |
$203.00 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|