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 2026-04-16.
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
UNH |
| Current Price |
$22.76 |
$304.33 |
| Fair Value Estimate |
$134.00 |
$430.00 |
| Upside to Fair Value |
+488.8%
|
+41.3%
|
| Market Cap |
$10.8B |
$276.2B |
| Forward P/E |
24.6x
|
15.1x
|
| EV / EBITDA |
—
|
14.3x
|
| Price / Sales |
3.7x
|
0.6x
|
| Price / FCF |
13.8x
|
17.2x
|
| Revenue Growth YoY |
+14.5%
|
+11.8%
|
| Gross Margin |
78.6%
|
18.5%
|
| Operating Margin |
20.3%
|
4.2%
|
| Return on Equity |
16.9%
|
12.7%
|
| Dividend Yield |
— |
2.9% |
| FCF Yield |
7.3%
|
5.82%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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]
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
TTD |
UNH |
| Zone Low |
$100.00 |
$280.00 |
| Zone High |
$114.00 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|