TSLA vs TTD: Which Is the Better Buy?
Side-by-side comparison of Tesla, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Tesla, Inc. · Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction
Grade D
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 |
TSLA |
TTD |
| Current Price |
$343.23 |
$22.76 |
| Fair Value Estimate |
$325.00 |
$134.00 |
| Upside to Fair Value |
-5.3%
|
+488.8%
|
| Market Cap |
$1,287.9B |
$10.8B |
| Forward P/E |
205.5x
|
24.6x
|
| EV / EBITDA |
108.8x
|
—
|
| Price / Sales |
13.6x
|
3.7x
|
| Price / FCF |
207.1x
|
13.8x
|
| Revenue Growth YoY |
-2.9%
|
+14.5%
|
| Gross Margin |
18.0%
|
78.6%
|
| Operating Margin |
4.6%
|
20.3%
|
| Return on Equity |
4.8%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
0.48%
|
7.3%
|
| Analyst Consensus |
—
|
Buy
|
Investment Thesis
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
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 |
TSLA |
TTD |
| Zone Low |
$244.00 |
$100.00 |
| Zone High |
$276.00 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|