TTD vs UNH: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
UNH |
| Current Price |
$23.08 |
$353.52 |
| Fair Value Estimate |
$33.47 |
$512.60 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$10.8B |
$320.9B |
| Forward P/E |
25.3x
|
26.7x
|
| EV / EBITDA |
14.3x
|
16.1x
|
| Price / Sales |
3.6x
|
0.7x
|
| Price / FCF |
13.0x
|
16.3x
|
| Revenue Growth YoY |
+11.8%
|
+2.0%
|
| Gross Margin |
77.8%
|
18.8%
|
| Operating Margin |
20.3%
|
4.2%
|
| Return on Equity |
16.9%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
7.71%
|
6.13%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
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 …
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
TTD |
UNH |
| Zone Low |
$25.10 |
$384.45 |
| Zone High |
$28.45 |
$435.71 |
| In Buy Zone? |
Yes
|
Yes
|