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 2026-07-17.
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD trades at a lower forward P/E
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
UNH |
| Current Price |
$18.51 |
$423.38 |
| Fair Value Estimate |
$26.84 |
$613.90 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$8.7B |
$384.5B |
| Forward P/E |
20.3x
|
27.2x
|
| EV / EBITDA |
10.5x
|
13.8x
|
| Price / Sales |
2.9x
|
0.8x
|
| Price / FCF |
10.4x
|
19.6x
|
| Revenue Growth YoY |
+11.8%
|
+0.4%
|
| 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 |
9.62%
|
5.12%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
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 …
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
TTD |
UNH |
| Zone Low |
$20.13 |
$460.42 |
| Zone High |
$22.81 |
$521.81 |
| In Buy Zone? |
Yes
|
Yes
|