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 2026-09-26.
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
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
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
QCOM |
TTD |
| Current Price |
$201.97 |
$14.26 |
| Fair Value Estimate |
$159.42 |
$14.00 |
| Upside to Fair Value |
-21.1%
|
-1.8%
|
| Market Cap |
$212.1B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
16.5x
|
7.5x
|
| Price / Sales |
4.8x
|
2.2x
|
| Price / FCF |
20.5x
|
7.8x
|
| Revenue Growth YoY |
-4.0%
|
+3.0%
|
| Gross Margin |
54.2%
|
83.0%
|
| Operating Margin |
23.2%
|
19.6%
|
| Return on Equity |
37.3%
|
16.1%
|
| Dividend Yield |
1.79% |
0% |
| FCF Yield |
4.88%
|
12.89%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
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 |
QCOM |
TTD |
| Zone Low |
$119.56 |
$10.50 |
| Zone High |
$135.51 |
$11.90 |
| In Buy Zone? |
No
|
No
|