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 2026-06-20.
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
RTX |
TTD |
| Current Price |
$185.60 |
$18.51 |
| Fair Value Estimate |
$138.81 |
$26.84 |
| Upside to Fair Value |
-25.2%
|
+45.0%
|
| Market Cap |
$249.9B |
$8.7B |
| Forward P/E |
34.3x
|
20.3x
|
| EV / EBITDA |
18.3x
|
10.5x
|
| Price / Sales |
2.8x
|
2.9x
|
| Price / FCF |
29.9x
|
10.4x
|
| Revenue Growth YoY |
+8.7%
|
+11.8%
|
| Gross Margin |
20.2%
|
77.8%
|
| Operating Margin |
10.9%
|
20.3%
|
| Return on Equity |
11.2%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.34%
|
9.62%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
RTX |
TTD |
| Zone Low |
$104.11 |
$20.13 |
| Zone High |
$117.99 |
$22.81 |
| In Buy Zone? |
No
|
Yes
|