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 2026-05-09.
Tesla, Inc. · Consumer Cyclical
$387.51
-45.0% upside to fair value
Grade D
VS
The Trade Desk, Inc. · Technology
$23.08
+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
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSLA |
TTD |
| Current Price |
$387.51 |
$23.08 |
| Fair Value Estimate |
$213.13 |
$33.47 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$1,454.1B |
$10.8B |
| Forward P/E |
330.0x
|
25.3x
|
| EV / EBITDA |
122.9x
|
14.3x
|
| Price / Sales |
15.3x
|
3.6x
|
| Price / FCF |
233.8x
|
13.0x
|
| Revenue Growth YoY |
-3.1%
|
+11.8%
|
| Gross Margin |
18.0%
|
77.8%
|
| Operating Margin |
4.6%
|
20.3%
|
| Return on Equity |
4.8%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.43%
|
7.71%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Tesla, Inc. is a leading global manufacturer of electric vehicles, energy storage, and solar products, led by CEO Elon Musk since 2008. The company has a mixed business quality profile with a strong brand and innovation leadership but faces significant challenges including declining automotive revenue, which fell nearly 10% year-over-year in 2025, and a 3.1% revenue decline in the most recent qua…
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
TSLA |
TTD |
| Zone Low |
$159.85 |
$25.10 |
| Zone High |
$181.16 |
$28.45 |
| In Buy Zone? |
No
|
Yes
|