TTD vs UPS: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and United Parcel Service, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
VS
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
UPS has more upside to fair value
(+21.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
UPS |
| Current Price |
$14.26 |
$99.02 |
| Fair Value Estimate |
$14.00 |
$119.92 |
| Upside to Fair Value |
-1.8%
|
+21.1%
|
| Market Cap |
$6.7B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.5x
|
10.2x
|
| Price / Sales |
2.2x
|
0.9x
|
| Price / FCF |
7.8x
|
15.3x
|
| Revenue Growth YoY |
+3.0%
|
+7.6%
|
| Gross Margin |
83.0%
|
16.6%
|
| Operating Margin |
19.6%
|
7.3%
|
| Return on Equity |
16.1%
|
29.1%
|
| Dividend Yield |
0% |
6.62% |
| FCF Yield |
12.89%
|
6.52%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
TTD |
UPS |
| Zone Low |
$10.50 |
$89.94 |
| Zone High |
$11.90 |
$101.93 |
| In Buy Zone? |
No
|
Yes
|