RTX vs TTD: Which Is the Better Buy?
Side-by-side comparison of RTX Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
RTX Corporation · Industrials
$193.54
+33.0% 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
RTX has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
RTX |
TTD |
| Current Price |
$193.54 |
$14.26 |
| Fair Value Estimate |
$257.36 |
$14.00 |
| Upside to Fair Value |
+33.0%
|
-1.8%
|
| Market Cap |
$260.9B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
18.1x
|
7.5x
|
| Price / Sales |
2.8x
|
2.2x
|
| Price / FCF |
21.7x
|
7.8x
|
| Revenue Growth YoY |
+14.5%
|
+3.0%
|
| Gross Margin |
20.3%
|
83.0%
|
| Operating Margin |
11.2%
|
19.6%
|
| Return on Equity |
11.8%
|
16.1%
|
| Dividend Yield |
1.46% |
0% |
| FCF Yield |
4.6%
|
12.89%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments — Collins Aerospace, Pratt & Whitney, and Raytheon — serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
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 |
RTX |
TTD |
| Zone Low |
$193.02 |
$10.50 |
| Zone High |
$218.76 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|